Identified arefinance orimprovementopportunityHad acoachingmoment(gave orreceived)Asked aboutfuture plansto start aconversation"WhereisMegan?"Discovereda savings orbudgetinggoalGet 1referralfrom drivethroughSomeonecommentsabout "NEWPEOPLE"Get 1referralfrom drivethroughGet 2referralsGet 2referralsExplaineda productbenefitclearlyTurned aservicerequest intoproductionMentionedpre‑approvaland got areferral.Leavestation tolobbymanage.Booked andconfirmedfollow‑upappointmentHelped ateammateclose orprogress aconversationDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Asked anopen‑endedfinancialquestionPositivememberfeedbackshared(GOOGLE)Walkmemberover toMSRMembersaid “I didn’tknow youoffered that”Learnsomethingnew aboutour products.Mentionedpre‑approvaland got areferral.Recognizeda teammatefor greatserviceIdentified arefinance orimprovementopportunityHad acoachingmoment(gave orreceived)Asked aboutfuture plansto start aconversation"WhereisMegan?"Discovereda savings orbudgetinggoalGet 1referralfrom drivethroughSomeonecommentsabout "NEWPEOPLE"Get 1referralfrom drivethroughGet 2referralsGet 2referralsExplaineda productbenefitclearlyTurned aservicerequest intoproductionMentionedpre‑approvaland got areferral.Leavestation tolobbymanage.Booked andconfirmedfollow‑upappointmentHelped ateammateclose orprogress aconversationDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Asked anopen‑endedfinancialquestionPositivememberfeedbackshared(GOOGLE)Walkmemberover toMSRMembersaid “I didn’tknow youoffered that”Learnsomethingnew aboutour products.Mentionedpre‑approvaland got areferral.Recognizeda teammatefor greatservice

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.


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