Book timewith ToddWilliamsSet up 1 IPSappointmentRun 1ECRMcampaignAdd in apositivenote in ourTeams ChatFind 1person/caseto bring tonext meetingCreate 1IPSOpportunityin ECRMBooktime withGary LuOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) Book timewith ToddWilliamsSet up 1 IPSappointmentRun 1ECRMcampaignAdd in apositivenote in ourTeams ChatFind 1person/caseto bring tonext meetingCreate 1IPSOpportunityin ECRMBooktime withGary LuOpen 1 IPSAccount (IRA, 529,rollover, transfer,Pac Life, Jackson,Brokerage,Advisory) 

IPS Bingo Spring - 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. Book time with Todd Williams
  2. Set up 1 IPS appointment
  3. Run 1 ECRM campaign
  4. Add in a positive note in our Teams Chat
  5. Find 1 person/case to bring to next meeting
  6. Create 1 IPS Opportunity in ECRM
  7. Book time with Gary Lu
  8. Open 1 IPS Account (IRA, 529, rollover, transfer, Pac Life, Jackson, Brokerage, Advisory)