ConfirmedcustomercompletedRIDSet cleartimeline andscheduledappointmentsConsultedon thecustomer'stimelineCSD wasdiscussedandreviewedRegisteredcustomer forToast ClassroomProcessingPayroll sessionRequestedpreviousproviderlogin infoDiscussedPayroll <>POSintegrationwith customerDiscussedonboardingprocess andsequencingfor add onsDefined andset clearexpectationswith thecustomerFree!Confirmedcustomer'sbest point ofcontactinformationRegisteredcustomer forToastClassroom TipsManagersessionOC useddeck andcoveredall slidesConfirmedbasicPayrollinformationDigitalNew HireprocessexplainedDiscussedpaycheckoptionsConfirmedcustomercompletedRIDSet cleartimeline andscheduledappointmentsConsultedon thecustomer'stimelineCSD wasdiscussedandreviewedRegisteredcustomer forToast ClassroomProcessingPayroll sessionRequestedpreviousproviderlogin infoDiscussedPayroll <>POSintegrationwith customerDiscussedonboardingprocess andsequencingfor add onsDefined andset clearexpectationswith thecustomerFree!Confirmedcustomer'sbest point ofcontactinformationRegisteredcustomer forToastClassroom TipsManagersessionOC useddeck andcoveredall slidesConfirmedbasicPayrollinformationDigitalNew HireprocessexplainedDiscussedpaycheckoptions

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