Defined andset clearexpectationswith thecustomerConfirmedbasicPayrollinformationCSD wasdiscussedandreviewedSet cleartimeline andscheduledappointmentsFree!DigitalNew HireprocessexplainedConfirmedcustomer'sbest point ofcontactinformationDiscussedpaycheckoptionsDiscussedPayroll <>POSintegrationwith customerOC useddeck andcoveredall slidesConfirmedcustomercompletedRIDRegisteredcustomer forToastClassroom TipsManagersessionRequestedpreviousproviderlogin infoRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsConsultedon thecustomer'stimelineDefined andset clearexpectationswith thecustomerConfirmedbasicPayrollinformationCSD wasdiscussedandreviewedSet cleartimeline andscheduledappointmentsFree!DigitalNew HireprocessexplainedConfirmedcustomer'sbest point ofcontactinformationDiscussedpaycheckoptionsDiscussedPayroll <>POSintegrationwith customerOC useddeck andcoveredall slidesConfirmedcustomercompletedRIDRegisteredcustomer forToastClassroom TipsManagersessionRequestedpreviousproviderlogin infoRegisteredcustomer forToast ClassroomProcessingPayroll sessionDiscussedonboardingprocess andsequencingfor add onsConsultedon thecustomer'stimeline

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