Set a clientDiscovery Appointment and create / populatethe opportunityOwn collectingpayments oninvoices and usefinance alerts tokeep updated onpayments receivedor not receivedRequestadvertiser to beonboarded forMSI within theOpportunityProspectfor newbusinessEdit/Revisecomponentsas neededbased onnegotiationsSubmit anonboardingrequest formfor newclientsCreate a TV andor Streamingcampaign proposalin UnifiedPlanning withclearance of 100%Define thediscovery strategyPopulatecopypreferencefieldsSendmissing copynotificationsto the clientLeadclient negotiationsand closethe dealQualify leads toconvert the lead toan advertiser inD365 once thesales opportunityhas been identifiedPresent thecustomizedad solutionto the clientSend and receivecontracts, andother client-facingdocumentationvia DocuSignRequest aCustomer Carereport along withthe expectedcadence in a salesdevelopmentrequest formAssist in collectingpayment(s) oninvoices bysendingstatements andemails as neededSet a clientDiscovery Appointment and create / populatethe opportunityOwn collectingpayments oninvoices and usefinance alerts tokeep updated onpayments receivedor not receivedRequestadvertiser to beonboarded forMSI within theOpportunityProspectfor newbusinessEdit/Revisecomponentsas neededbased onnegotiationsSubmit anonboardingrequest formfor newclientsCreate a TV andor Streamingcampaign proposalin UnifiedPlanning withclearance of 100%Define thediscovery strategyPopulatecopypreferencefieldsSendmissing copynotificationsto the clientLeadclient negotiationsand closethe dealQualify leads toconvert the lead toan advertiser inD365 once thesales opportunityhas been identifiedPresent thecustomizedad solutionto the clientSend and receivecontracts, andother client-facingdocumentationvia DocuSignRequest aCustomer Carereport along withthe expectedcadence in a salesdevelopmentrequest formAssist in collectingpayment(s) oninvoices bysendingstatements andemails as needed

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