Modal Research Bingo

Modal Research Bingo Card
Preview

This bingo card has a free space and 25 words: Found a referral that has been on LTH for more than a year, Found a referral that has been on LTH consecutively, Transition a client to active that was previously in LTH, Got a disabled agent excited about re-engaging with the platform, Re-activated a delinquent agent, Updated referral from ‘we spoke’ to ‘we met’ based on agent’s notes/conversation, Updated referral from ‘we spoke’ to ‘made offer’ based on agent’s notes/conversation, Updated referral from ‘we met’ to ‘offer made’ based on agent’s notes/conversation, Updated referral from any status to “under contract” from agent conversation, Released referral from LTH, Released referral from delinquent agent because they were no longer working together, Followed up with delinquent agent about all active referrals and added new notes, Restored a released lead (not a task client), Found an agent who hasn’t used ‘Release’ in 2+ months, Find 3 clients that can be released and coach agent on doing so, Find an agent who hasn’t used LTH feature yet, Submitted research request for a dumped referral, Submitted research request for LTH referral, Submitted research request for active referral, Find an agent that has never released a client, Talk to an agent we have never talked to, Talk to an agent we haven’t talked to in 1+ years, Added a listing transaction per agent notes/conversation, Added a buying transaction per agent notes/conversation and Buy Snacks a snack.

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