PremiumCheckingSkipPaymentMarked across sell inthe SalesOpportunityScreenDid youhear....?Talk aboutIdentityProtection Suitewith PremiumCheckingMoneyMarketSaid, "Whatquestions doyou have forme?" whensellingNoticed a memberwas using MobileDeposit and talkedto them aboutDirect DepositReadPremiumCheckingBlurbAre youaware...?Use theContact CenterCross-SellScripts andTalking PointsTalk aboutMobile PhoneProtectionwith PremiumCheckingQuoted arate usingAPYNoticed anacct with largefunds andoffered MoneyMarketCertificateLogged intoClickSwitchto assist amemberPulled upthe Rateand FeeScheduleWouldit helpyou....?Are youfamiliar...?Said, "If youever changeyour mind,let us know!"Haveyou....?Said, "Iwould behappy to tellyou more!"Are youinterested...?Directed amember to theAFCU websiteto learn moreabout a productDo youknowsomeone...?Offeredanycross sellDirectDeposit(ClickSwitch)Offered amember aPremiumChecking whenthey didn't havea CheckingDedicatedSavingsPremiumCheckingSkipPaymentMarked across sell inthe SalesOpportunityScreenDid youhear....?Talk aboutIdentityProtection Suitewith PremiumCheckingMoneyMarketSaid, "Whatquestions doyou have forme?" whensellingNoticed a memberwas using MobileDeposit and talkedto them aboutDirect DepositReadPremiumCheckingBlurbAre youaware...?Use theContact CenterCross-SellScripts andTalking PointsTalk aboutMobile PhoneProtectionwith PremiumCheckingQuoted arate usingAPYNoticed anacct with largefunds andoffered MoneyMarketCertificateLogged intoClickSwitchto assist amemberPulled upthe Rateand FeeScheduleWouldit helpyou....?Are youfamiliar...?Said, "If youever changeyour mind,let us know!"Haveyou....?Said, "Iwould behappy to tellyou more!"Are youinterested...?Directed amember to theAFCU websiteto learn moreabout a productDo youknowsomeone...?Offeredanycross sellDirectDeposit(ClickSwitch)Offered amember aPremiumChecking whenthey didn't havea CheckingDedicatedSavings

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