MoneyMarketUse theContact CenterCross-SellScripts andTalking PointsNoticed anacct with largefunds andoffered MoneyMarketHaveyou....?DirectDeposit(ClickSwitch)Are youinterested...?Are youfamiliar...?Do youknowsomeone...?Said, "Iwould behappy to tellyou more!"Logged intoClickSwitchto assist amemberAre youaware...?Wouldit helpyou....?SkipPaymentOfferedanycross sellCertificatePulled upthe Rateand FeeScheduleDirected amember to theAFCU websiteto learn moreabout a productSaid, "Whatquestions doyou have forme?" whensellingPremiumCheckingNoticed a memberwas using MobileDeposit and talkedto them aboutDirect DepositSaid, "If youever changeyour mind,let us know!"Did youhear....?Marked across sell inthe SalesOpportunityScreenQuoted arate usingAPYOffered amember aPremiumChecking whenthey didn't havea CheckingReadPremiumCheckingBlurbDedicatedSavingsTalk aboutIdentityProtection Suitewith PremiumCheckingTalk aboutMobile PhoneProtectionwith PremiumCheckingMoneyMarketUse theContact CenterCross-SellScripts andTalking PointsNoticed anacct with largefunds andoffered MoneyMarketHaveyou....?DirectDeposit(ClickSwitch)Are youinterested...?Are youfamiliar...?Do youknowsomeone...?Said, "Iwould behappy to tellyou more!"Logged intoClickSwitchto assist amemberAre youaware...?Wouldit helpyou....?SkipPaymentOfferedanycross sellCertificatePulled upthe Rateand FeeScheduleDirected amember to theAFCU websiteto learn moreabout a productSaid, "Whatquestions doyou have forme?" whensellingPremiumCheckingNoticed a memberwas using MobileDeposit and talkedto them aboutDirect DepositSaid, "If youever changeyour mind,let us know!"Did youhear....?Marked across sell inthe SalesOpportunityScreenQuoted arate usingAPYOffered amember aPremiumChecking whenthey didn't havea CheckingReadPremiumCheckingBlurbDedicatedSavingsTalk aboutIdentityProtection Suitewith PremiumCheckingTalk aboutMobile PhoneProtectionwith PremiumChecking

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