Turned aservicerequest intoproductionMembersaid “I didn’tknow youoffered that”Walkmemberover toMSRSomeonecommentsabout "NEWPEOPLE"Get 2referralsMentionedpre‑approvaland got areferral."WhereisMegan?"Get 1referralfrom drivethroughHad acoachingmoment(gave orreceived)Get 2referralsMentionedpre‑approvaland got areferral.Leavestation tolobbymanage.Booked andconfirmedfollow‑upappointmentDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Recognizeda teammatefor greatserviceLearnsomethingnew aboutour products.Helped ateammateclose orprogress aconversationDiscovereda savings orbudgetinggoalIdentified arefinance orimprovementopportunityPositivememberfeedbackshared(GOOGLE)Asked anopen‑endedfinancialquestionGet 1referralfrom drivethroughExplaineda productbenefitclearlyAsked aboutfuture plansto start aconversationTurned aservicerequest intoproductionMembersaid “I didn’tknow youoffered that”Walkmemberover toMSRSomeonecommentsabout "NEWPEOPLE"Get 2referralsMentionedpre‑approvaland got areferral."WhereisMegan?"Get 1referralfrom drivethroughHad acoachingmoment(gave orreceived)Get 2referralsMentionedpre‑approvaland got areferral.Leavestation tolobbymanage.Booked andconfirmedfollow‑upappointmentDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Recognizeda teammatefor greatserviceLearnsomethingnew aboutour products.Helped ateammateclose orprogress aconversationDiscovereda savings orbudgetinggoalIdentified arefinance orimprovementopportunityPositivememberfeedbackshared(GOOGLE)Asked anopen‑endedfinancialquestionGet 1referralfrom drivethroughExplaineda productbenefitclearlyAsked aboutfuture plansto start aconversation

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