ConfirmedcustomercompletedRIDDigitalNew HireprocessexplainedConsultedon thecustomer'stimelineRegisteredcustomer forToastClassroom TipsManagersessionDiscussedpaycheckoptionsConfirmedbasicPayrollinformationDiscussedPayroll <>POSintegrationwith customerConfirmedcustomer'sbest point ofcontactinformationOC useddeck andcoveredall slidesDefined andset clearexpectationswith thecustomerCSD wasdiscussedandreviewedSet cleartimeline andscheduledappointmentsRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsRequestedpreviousproviderlogin infoFree!ConfirmedcustomercompletedRIDDigitalNew HireprocessexplainedConsultedon thecustomer'stimelineRegisteredcustomer forToastClassroom TipsManagersessionDiscussedpaycheckoptionsConfirmedbasicPayrollinformationDiscussedPayroll <>POSintegrationwith customerConfirmedcustomer'sbest point ofcontactinformationOC useddeck andcoveredall slidesDefined andset clearexpectationswith thecustomerCSD wasdiscussedandreviewedSet cleartimeline andscheduledappointmentsRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsRequestedpreviousproviderlogin infoFree!

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.


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