Free!ConfirmedcustomercompletedRIDDiscussedpaycheckoptionsRegisteredcustomer forToast ClassroomProcessingPayroll sessionConfirmedcustomer'sbest point ofcontactinformationDiscussedPayroll <>POSintegrationwith customerRegisteredcustomer forToastClassroom TipsManagersessionDiscussedonboardingprocess andsequencingfor add onsConsultedon thecustomer'stimelineConfirmedbasicPayrollinformationOC useddeck andcoveredall slidesSet cleartimeline andscheduledappointmentsDigitalNew HireprocessexplainedDefined andset clearexpectationswith thecustomerCSD wasdiscussedandreviewedRequestedpreviousproviderlogin infoFree!ConfirmedcustomercompletedRIDDiscussedpaycheckoptionsRegisteredcustomer forToast ClassroomProcessingPayroll sessionConfirmedcustomer'sbest point ofcontactinformationDiscussedPayroll <>POSintegrationwith customerRegisteredcustomer forToastClassroom TipsManagersessionDiscussedonboardingprocess andsequencingfor add onsConsultedon thecustomer'stimelineConfirmedbasicPayrollinformationOC useddeck andcoveredall slidesSet cleartimeline andscheduledappointmentsDigitalNew HireprocessexplainedDefined andset clearexpectationswith thecustomerCSD wasdiscussedandreviewedRequestedpreviousproviderlogin info

An EC Kickoff Call with a... - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
  1. Free!
  2. Confirmed customer completed RID
  3. Discussed paycheck options
  4. Registered customer for Toast Classroom Processing Payroll session
  5. Confirmed customer's best point of contact information
  6. Discussed Payroll <> POS integration with customer
  7. Registered customer for Toast Classroom Tips Manager session
  8. Discussed onboarding process and sequencing for add ons
  9. Consulted on the customer's timeline
  10. Confirmed basic Payroll information
  11. OC used deck and covered all slides
  12. Set clear timeline and scheduled appointments
  13. Digital New Hire process explained
  14. Defined and set clear expectations with the customer
  15. CSD was discussed and reviewed
  16. Requested previous provider login info