have15 pre-booksdo $25Kinmanagedmoneybook amortgagedo 3FHCsend an e-achiever fora "friendly"observationsend an e-achiever fora "thankful"observationstart 2RIPsidentifymortgagetransfer indo $50Kinmanagedmoneyidentifymortgagetransfer incompletesalesstaircase forweek in allcategoriesget aninvestmentstatementfrom clienttake 2walkinsidentifya FAreferralidentifya FAreferralsend an e-achiever fora "helpful"observationcomplete5compasscasesmake 10RPC andget 3apptsget aninvestmentstatementfrom clientcomplete5compasscaseslobbymgmt.15 minshave lessthan 25%CBRdeclines incompassfile yourestatefilesclean upyouroutstandingpaperworkhave15 pre-booksdo $25Kinmanagedmoneybook amortgagedo 3FHCsend an e-achiever fora "friendly"observationsend an e-achiever fora "thankful"observationstart 2RIPsidentifymortgagetransfer indo $50Kinmanagedmoneyidentifymortgagetransfer incompletesalesstaircase forweek in allcategoriesget aninvestmentstatementfrom clienttake 2walkinsidentifya FAreferralidentifya FAreferralsend an e-achiever fora "helpful"observationcomplete5compasscasesmake 10RPC andget 3apptsget aninvestmentstatementfrom clientcomplete5compasscaseslobbymgmt.15 minshave lessthan 25%CBRdeclines incompassfile yourestatefilesclean upyouroutstandingpaperwork

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