book amortgageidentifya FAreferrallobbymgmt.15 minscompletesalesstaircase forweek in allcategoriescomplete5compasscasesget aninvestmentstatementfrom clientidentifya FAreferralfile yourestatefilesdo 3FHCclean upyouroutstandingpaperworkidentifymortgagetransfer indo $50Kinmanagedmoneystart 2RIPstake 2walkinsmake 10RPC andget 3apptssend an e-achiever fora "thankful"observationsend an e-achiever fora "helpful"observationidentifymortgagetransfer inget aninvestmentstatementfrom clientdo $25Kinmanagedmoneyhave15 pre-bookssend an e-achiever fora "friendly"observationcomplete5compasscaseshave lessthan 25%CBRdeclines incompassbook amortgageidentifya FAreferrallobbymgmt.15 minscompletesalesstaircase forweek in allcategoriescomplete5compasscasesget aninvestmentstatementfrom clientidentifya FAreferralfile yourestatefilesdo 3FHCclean upyouroutstandingpaperworkidentifymortgagetransfer indo $50Kinmanagedmoneystart 2RIPstake 2walkinsmake 10RPC andget 3apptssend an e-achiever fora "thankful"observationsend an e-achiever fora "helpful"observationidentifymortgagetransfer inget aninvestmentstatementfrom clientdo $25Kinmanagedmoneyhave15 pre-bookssend an e-achiever fora "friendly"observationcomplete5compasscaseshave lessthan 25%CBRdeclines incompass

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. book a mortgage
  2. identify a FA referral
  3. lobby mgmt. 15 mins
  4. complete sales staircase for week in all categories
  5. complete 5 compass cases
  6. get an investment statement from client
  7. identify a FA referral
  8. file your estate files
  9. do 3 FHC
  10. clean up your outstanding paperwork
  11. identify mortgage transfer in
  12. do $50K in managed money
  13. start 2 RIPs
  14. take 2 walk ins
  15. make 10 RPC and get 3 appts
  16. send an e-achiever for a "thankful" observation
  17. send an e-achiever for a "helpful" observation
  18. identify mortgage transfer in
  19. get an investment statement from client
  20. do $25K in managed money
  21. have 15 pre-books
  22. send an e-achiever for a "friendly" observation
  23. complete 5 compass cases
  24. have less than 25% CBR declines in compass