Requestedpreviousproviderlogin infoDefined andset clearexpectationswith thecustomerDiscussedpaycheckoptionsRegisteredcustomer forToastClassroom TipsManagersessionRegisteredcustomer forToast ClassroomProcessingPayroll sessionOC useddeck andcoveredall slidesSet cleartimeline andscheduledappointmentsCSD wasdiscussedandreviewedFree!Consultedon thecustomer'stimelineDigitalNew HireprocessexplainedConfirmedcustomer'sbest point ofcontactinformationConfirmedbasicPayrollinformationDiscussedonboardingprocess andsequencingfor add onsDiscussedPayroll <>POSintegrationwith customerConfirmedcustomercompletedRIDRequestedpreviousproviderlogin infoDefined andset clearexpectationswith thecustomerDiscussedpaycheckoptionsRegisteredcustomer forToastClassroom TipsManagersessionRegisteredcustomer forToast ClassroomProcessingPayroll sessionOC useddeck andcoveredall slidesSet cleartimeline andscheduledappointmentsCSD wasdiscussedandreviewedFree!Consultedon thecustomer'stimelineDigitalNew HireprocessexplainedConfirmedcustomer'sbest point ofcontactinformationConfirmedbasicPayrollinformationDiscussedonboardingprocess andsequencingfor add onsDiscussedPayroll <>POSintegrationwith customerConfirmedcustomercompletedRID

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