Submit anonboardingrequest formfor newclientsQualify leads toconvert the lead toan advertiser inD365 once thesales opportunityhas been identifiedOwn collectingpayments oninvoices and usefinance alerts tokeep updated onpayments receivedor not receivedAssist in collectingpayment(s) oninvoices bysendingstatements andemails as neededRequest aCustomer Carereport along withthe expectedcadence in a salesdevelopmentrequest formLeadclient negotiationsand closethe dealProspectfor newbusinessPopulatecopypreferencefieldsPresent thecustomizedad solutionto the clientRequestadvertiser to beonboarded forMSI within theOpportunityEdit/Revisecomponentsas neededbased onnegotiationsSet a clientDiscovery Appointment and create / populatethe opportunitySend and receivecontracts, andother client-facingdocumentationvia DocuSignCreate a TV andor Streamingcampaign proposalin UnifiedPlanning withclearance of 100%Sendmissing copynotificationsto the clientDefine thediscovery strategySubmit anonboardingrequest formfor newclientsQualify leads toconvert the lead toan advertiser inD365 once thesales opportunityhas been identifiedOwn collectingpayments oninvoices and usefinance alerts tokeep updated onpayments receivedor not receivedAssist in collectingpayment(s) oninvoices bysendingstatements andemails as neededRequest aCustomer Carereport along withthe expectedcadence in a salesdevelopmentrequest formLeadclient negotiationsand closethe dealProspectfor newbusinessPopulatecopypreferencefieldsPresent thecustomizedad solutionto the clientRequestadvertiser to beonboarded forMSI within theOpportunityEdit/Revisecomponentsas neededbased onnegotiationsSet a clientDiscovery Appointment and create / populatethe opportunitySend and receivecontracts, andother client-facingdocumentationvia DocuSignCreate a TV andor Streamingcampaign proposalin UnifiedPlanning withclearance of 100%Sendmissing copynotificationsto the clientDefine thediscovery strategy

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