DigitalNew HireprocessexplainedRegisteredcustomer forToast ClassroomProcessingPayroll sessionRegisteredcustomer forToastClassroom TipsManagersessionConsultedon thecustomer'stimelineDiscussedonboardingprocess andsequencingfor add onsDiscussedPayroll <>POSintegrationwith customerConfirmedbasicPayrollinformationFree!OC useddeck andcoveredall slidesSet cleartimeline andscheduledappointmentsConfirmedcustomer'sbest point ofcontactinformationCSD wasdiscussedandreviewedDiscussedpaycheckoptionsRequestedpreviousproviderlogin infoDefined andset clearexpectationswith thecustomerConfirmedcustomercompletedRIDDigitalNew HireprocessexplainedRegisteredcustomer forToast ClassroomProcessingPayroll sessionRegisteredcustomer forToastClassroom TipsManagersessionConsultedon thecustomer'stimelineDiscussedonboardingprocess andsequencingfor add onsDiscussedPayroll <>POSintegrationwith customerConfirmedbasicPayrollinformationFree!OC useddeck andcoveredall slidesSet cleartimeline andscheduledappointmentsConfirmedcustomer'sbest point ofcontactinformationCSD wasdiscussedandreviewedDiscussedpaycheckoptionsRequestedpreviousproviderlogin infoDefined andset clearexpectationswith thecustomerConfirmedcustomercompletedRID

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