identifya FAreferralsend an e-achiever fora "helpful"observationhave lessthan 25%CBRdeclines incompassfile yourestatefilescompletesalesstaircase forweek in allcategoriesidentifymortgagetransfer inmake 10RPC andget 3apptsget aninvestmentstatementfrom clientclean upyouroutstandingpaperworkdo 3FHClobbymgmt.15 minstake 2walkinscomplete5compasscasesdo $50Kinmanagedmoneyidentifymortgagetransfer inbook amortgagesend an e-achiever fora "thankful"observationhave15 pre-booksstart 2RIPssend an e-achiever fora "friendly"observationget aninvestmentstatementfrom clientcomplete5compasscasesdo $25Kinmanagedmoneyidentifya FAreferralidentifya FAreferralsend an e-achiever fora "helpful"observationhave lessthan 25%CBRdeclines incompassfile yourestatefilescompletesalesstaircase forweek in allcategoriesidentifymortgagetransfer inmake 10RPC andget 3apptsget aninvestmentstatementfrom clientclean upyouroutstandingpaperworkdo 3FHClobbymgmt.15 minstake 2walkinscomplete5compasscasesdo $50Kinmanagedmoneyidentifymortgagetransfer inbook amortgagesend an e-achiever fora "thankful"observationhave15 pre-booksstart 2RIPssend an e-achiever fora "friendly"observationget aninvestmentstatementfrom clientcomplete5compasscasesdo $25Kinmanagedmoneyidentifya FAreferral

Sales 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. identify a FA referral
  2. send an e-achiever for a "helpful" observation
  3. have less than 25% CBR declines in compass
  4. file your estate files
  5. complete sales staircase for week in all categories
  6. identify mortgage transfer in
  7. make 10 RPC and get 3 appts
  8. get an investment statement from client
  9. clean up your outstanding paperwork
  10. do 3 FHC
  11. lobby mgmt. 15 mins
  12. take 2 walk ins
  13. complete 5 compass cases
  14. do $50K in managed money
  15. identify mortgage transfer in
  16. book a mortgage
  17. send an e-achiever for a "thankful" observation
  18. have 15 pre-books
  19. start 2 RIPs
  20. send an e-achiever for a "friendly" observation
  21. get an investment statement from client
  22. complete 5 compass cases
  23. do $25K in managed money
  24. identify a FA referral