Consultedon thecustomer'stimelineDigitalNew HireprocessexplainedOC useddeck andcoveredall slidesDiscussedonboardingprocess andsequencingfor add onsConfirmedcustomer'sbest point ofcontactinformationSet cleartimeline andscheduledappointmentsRegisteredcustomer forToast ClassroomProcessingPayroll sessionRegisteredcustomer forToastClassroom TipsManagersessionDiscussedPayroll <>POSintegrationwith customerCSD wasdiscussedandreviewedDiscussedpaycheckoptionsRequestedpreviousproviderlogin infoDefined andset clearexpectationswith thecustomerConfirmedcustomercompletedRIDConfirmedbasicPayrollinformationFree!Consultedon thecustomer'stimelineDigitalNew HireprocessexplainedOC useddeck andcoveredall slidesDiscussedonboardingprocess andsequencingfor add onsConfirmedcustomer'sbest point ofcontactinformationSet cleartimeline andscheduledappointmentsRegisteredcustomer forToast ClassroomProcessingPayroll sessionRegisteredcustomer forToastClassroom TipsManagersessionDiscussedPayroll <>POSintegrationwith customerCSD wasdiscussedandreviewedDiscussedpaycheckoptionsRequestedpreviousproviderlogin infoDefined andset clearexpectationswith thecustomerConfirmedcustomercompletedRIDConfirmedbasicPayrollinformationFree!

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