Leavestation tolobbymanage.Walkmemberover toMSRGet 2referralsGet 2referralsDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Helped ateammateclose orprogress aconversationHad acoachingmoment(gave orreceived)Discovereda savings orbudgetinggoalAsked anopen‑endedfinancialquestionRecognizeda teammatefor greatserviceLearnsomethingnew aboutour products.Mentionedpre‑approvaland got areferral.Positivememberfeedbackshared(GOOGLE)Explaineda productbenefitclearlyMembersaid “I didn’tknow youoffered that”"WhereisMegan?"Booked andconfirmedfollow‑upappointmentAsked aboutfuture plansto start aconversationMentionedpre‑approvaland got areferral.Identified arefinance orimprovementopportunityGet 1referralfrom drivethroughTurned aservicerequest intoproductionSomeonecommentsabout "NEWPEOPLE"Get 1referralfrom drivethroughLeavestation tolobbymanage.Walkmemberover toMSRGet 2referralsGet 2referralsDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Helped ateammateclose orprogress aconversationHad acoachingmoment(gave orreceived)Discovereda savings orbudgetinggoalAsked anopen‑endedfinancialquestionRecognizeda teammatefor greatserviceLearnsomethingnew aboutour products.Mentionedpre‑approvaland got areferral.Positivememberfeedbackshared(GOOGLE)Explaineda productbenefitclearlyMembersaid “I didn’tknow youoffered that”"WhereisMegan?"Booked andconfirmedfollow‑upappointmentAsked aboutfuture plansto start aconversationMentionedpre‑approvaland got areferral.Identified arefinance orimprovementopportunityGet 1referralfrom drivethroughTurned aservicerequest intoproductionSomeonecommentsabout "NEWPEOPLE"Get 1referralfrom drivethrough

St Johns 01.26.26 - 01.31.26 - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Leave station to lobby manage.
  2. Walk member over to MSR
  3. Get 2 referrals
  4. Get 2 referrals
  5. Discover 10 New things about your members today. (Track member # and what you learnt)
  6. Helped a teammate close or progress a conversation
  7. Had a coaching moment (gave or received)
  8. Discovered a savings or budgeting goal
  9. Asked an open‑ended financial question
  10. Recognized a teammate for great service
  11. Learn something new about our products.
  12. Mentioned pre‑approval and got a referral.
  13. Positive member feedback shared (GOOGLE)
  14. Explained a product benefit clearly
  15. Member said “I didn’t know you offered that”
  16. "Where is Megan?"
  17. Booked and confirmed follow‑up appointment
  18. Asked about future plans to start a conversation
  19. Mentioned pre‑approval and got a referral.
  20. Identified a refinance or improvement opportunity
  21. Get 1 referral from drive through
  22. Turned a service request into production
  23. Someone comments about "NEW PEOPLE"
  24. Get 1 referral from drive through