have lessthan 25%CBRdeclines incompassclean upyouroutstandingpaperworkcomplete5compasscasesidentifymortgagetransfer indo $25Kinmanagedmoneyhave15 pre-bookstake 2walkinscomplete5compasscasessend an e-achiever fora "friendly"observationlobbymgmt.15 minscompletesalesstaircase forweek in allcategoriesget aninvestmentstatementfrom clientdo 3FHCget aninvestmentstatementfrom clientmake 10RPC andget 3apptsstart 2RIPssend an e-achiever fora "helpful"observationdo $50Kinmanagedmoneyidentifya FAreferralidentifymortgagetransfer insend an e-achiever fora "thankful"observationbook amortgageidentifya FAreferralfile yourestatefileshave lessthan 25%CBRdeclines incompassclean upyouroutstandingpaperworkcomplete5compasscasesidentifymortgagetransfer indo $25Kinmanagedmoneyhave15 pre-bookstake 2walkinscomplete5compasscasessend an e-achiever fora "friendly"observationlobbymgmt.15 minscompletesalesstaircase forweek in allcategoriesget aninvestmentstatementfrom clientdo 3FHCget aninvestmentstatementfrom clientmake 10RPC andget 3apptsstart 2RIPssend an e-achiever fora "helpful"observationdo $50Kinmanagedmoneyidentifya FAreferralidentifymortgagetransfer insend an e-achiever fora "thankful"observationbook amortgageidentifya FAreferralfile yourestatefiles

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