Requestadvertiser to beonboarded forMSI within theOpportunitySend and receivecontracts, andother client-facingdocumentationvia DocuSignPresent thecustomizedad solutionto the clientSubmit anonboardingrequest formfor newclientsQualify leads toconvert the lead toan advertiser inD365 once thesales opportunityhas been identifiedCreate a TV andor Streamingcampaign proposalin UnifiedPlanning withclearance of 100%Request aCustomer Carereport along withthe expectedcadence in a salesdevelopmentrequest formSet a clientDiscovery Appointment and create / populatethe opportunityLeadclient negotiationsand closethe dealDefine thediscovery strategyAssist in collectingpayment(s) oninvoices bysendingstatements andemails as neededSendmissing copynotificationsto the clientProspectfor newbusinessEdit/Revisecomponentsas neededbased onnegotiationsPopulatecopypreferencefieldsOwn collectingpayments oninvoices and usefinance alerts tokeep updated onpayments receivedor not receivedRequestadvertiser to beonboarded forMSI within theOpportunitySend and receivecontracts, andother client-facingdocumentationvia DocuSignPresent thecustomizedad solutionto the clientSubmit anonboardingrequest formfor newclientsQualify leads toconvert the lead toan advertiser inD365 once thesales opportunityhas been identifiedCreate a TV andor Streamingcampaign proposalin UnifiedPlanning withclearance of 100%Request aCustomer Carereport along withthe expectedcadence in a salesdevelopmentrequest formSet a clientDiscovery Appointment and create / populatethe opportunityLeadclient negotiationsand closethe dealDefine thediscovery strategyAssist in collectingpayment(s) oninvoices bysendingstatements andemails as neededSendmissing copynotificationsto the clientProspectfor newbusinessEdit/Revisecomponentsas neededbased onnegotiationsPopulatecopypreferencefieldsOwn collectingpayments oninvoices and usefinance alerts tokeep updated onpayments receivedor not received

Sellers With Sales Development - 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. Request advertiser to be onboarded for MSI within the Opportunity
  2. Send and receive contracts, and other client-facing documentation via DocuSign
  3. Present the customized ad solution to the client
  4. Submit an onboarding request form for new clients
  5. Qualify leads to convert the lead to an advertiser in D365 once the sales opportunity has been identified
  6. Create a TV and or Streaming campaign proposal in Unified Planning with clearance of 100%
  7. Request a Customer Care report along with the expected cadence in a sales development request form
  8. Set a client Discovery Appointment  and create / populate the opportunity
  9. Lead client negotiations and close the deal
  10. Define the discovery strategy
  11. Assist in collecting payment(s) on invoices by sending statements and emails as needed
  12. Send missing copy notifications to the client
  13. Prospect for new business
  14. Edit/Revise components as needed based on negotiations
  15. Populate copy preference fields
  16. Own collecting payments on invoices and use finance alerts to keep updated on payments received or not received