Noticed a memberwas using MobileDeposit and talkedto them aboutDirect DepositUse theContact CenterCross-SellScripts andTalking PointsTalk aboutIdentityProtection Suitewith PremiumCheckingSaid, "Iwould behappy to tellyou more!"Wouldit helpyou....?Logged intoClickSwitchto assist amemberDo youknowsomeone...?Are youaware...?SkipPaymentOffered amember aPremiumChecking whenthey didn't havea CheckingQuoted arate usingAPYDedicatedSavingsSaid, "If youever changeyour mind,let us know!"Said, "Whatquestions doyou have forme?" whensellingHaveyou....?Noticed anacct with largefunds andoffered MoneyMarketTalk aboutMobile PhoneProtectionwith PremiumCheckingDid youhear....?DirectDeposit(ClickSwitch)Pulled upthe Rateand FeeScheduleMoneyMarketMarked across sell inthe SalesOpportunityScreenReadPremiumCheckingBlurbPremiumCheckingCertificateDirected amember to theAFCU websiteto learn moreabout a productAre youinterested...?Offeredanycross sellAre youfamiliar...?Noticed a memberwas using MobileDeposit and talkedto them aboutDirect DepositUse theContact CenterCross-SellScripts andTalking PointsTalk aboutIdentityProtection Suitewith PremiumCheckingSaid, "Iwould behappy to tellyou more!"Wouldit helpyou....?Logged intoClickSwitchto assist amemberDo youknowsomeone...?Are youaware...?SkipPaymentOffered amember aPremiumChecking whenthey didn't havea CheckingQuoted arate usingAPYDedicatedSavingsSaid, "If youever changeyour mind,let us know!"Said, "Whatquestions doyou have forme?" whensellingHaveyou....?Noticed anacct with largefunds andoffered MoneyMarketTalk aboutMobile PhoneProtectionwith PremiumCheckingDid youhear....?DirectDeposit(ClickSwitch)Pulled upthe Rateand FeeScheduleMoneyMarketMarked across sell inthe SalesOpportunityScreenReadPremiumCheckingBlurbPremiumCheckingCertificateDirected amember to theAFCU websiteto learn moreabout a productAre youinterested...?Offeredanycross sellAre youfamiliar...?

Cross Selling BINGO - 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. Noticed a member was using Mobile Deposit and talked to them about Direct Deposit
  2. Use the Contact Center Cross-Sell Scripts and Talking Points
  3. Talk about Identity Protection Suite with Premium Checking
  4. Said, "I would be happy to tell you more!"
  5. Would it help you....?
  6. Logged into ClickSwitch to assist a member
  7. Do you know someone...?
  8. Are you aware...?
  9. Skip Payment
  10. Offered a member a Premium Checking when they didn't have a Checking
  11. Quoted a rate using APY
  12. Dedicated Savings
  13. Said, "If you ever change your mind, let us know!"
  14. Said, "What questions do you have for me?" when selling
  15. Have you....?
  16. Noticed an acct with large funds and offered Money Market
  17. Talk about Mobile Phone Protection with Premium Checking
  18. Did you hear....?
  19. Direct Deposit (ClickSwitch)
  20. Pulled up the Rate and Fee Schedule
  21. Money Market
  22. Marked a cross sell in the Sales Opportunity Screen
  23. Read Premium Checking Blurb
  24. Premium Checking
  25. Certificate
  26. Directed a member to the AFCU website to learn more about a product
  27. Are you interested...?
  28. Offered any cross sell
  29. Are you familiar...?