Get 2referralsAsked aboutfuture plansto start aconversationMentionedpre‑approvaland got areferral.Get 1referralfrom drivethroughRecognizeda teammatefor greatserviceMembersaid “I didn’tknow youoffered that”Discovereda savings orbudgetinggoalGet 1referralfrom drivethroughMentionedpre‑approvaland got areferral.Had acoachingmoment(gave orreceived)Helped ateammateclose orprogress aconversationIdentified arefinance orimprovementopportunityWalkmemberover toMSRLearnsomethingnew aboutour products.Explaineda productbenefitclearly"WhereisMegan?"Booked andconfirmedfollow‑upappointmentGet 2referralsSomeonecommentsabout "NEWPEOPLE"Discover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Leavestation tolobbymanage.Asked anopen‑endedfinancialquestionTurned aservicerequest intoproductionPositivememberfeedbackshared(GOOGLE)Get 2referralsAsked aboutfuture plansto start aconversationMentionedpre‑approvaland got areferral.Get 1referralfrom drivethroughRecognizeda teammatefor greatserviceMembersaid “I didn’tknow youoffered that”Discovereda savings orbudgetinggoalGet 1referralfrom drivethroughMentionedpre‑approvaland got areferral.Had acoachingmoment(gave orreceived)Helped ateammateclose orprogress aconversationIdentified arefinance orimprovementopportunityWalkmemberover toMSRLearnsomethingnew aboutour products.Explaineda productbenefitclearly"WhereisMegan?"Booked andconfirmedfollow‑upappointmentGet 2referralsSomeonecommentsabout "NEWPEOPLE"Discover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Leavestation tolobbymanage.Asked anopen‑endedfinancialquestionTurned aservicerequest intoproductionPositivememberfeedbackshared(GOOGLE)

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