Make 10 Calls Use new reason to email template (5 times) Appt. with Sapphire Reserve CPC Make 5 Calls Customer says "they will get back to you" Overcome objections S&S Example for CD Maturing Appt. Schedule with Gold Box Use general check in email template Appt. for Refi with HLA Appt. for PCB and Advisor Talk to 3 people Appt. with CD maturing S&S Example for CD Maturing Appt. with Safeguard our Customers Appt. for HELOC Make 10 Calls Use new reason to email template (5 times) Appt. with Sapphire Reserve CPC Make 5 Calls Customer says "they will get back to you" Overcome objections S&S Example for CD Maturing Appt. Schedule with Gold Box Use general check in email template Appt. for Refi with HLA Appt. for PCB and Advisor Talk to 3 people Appt. with CD maturing S&S Example for CD Maturing Appt. with Safeguard our Customers Appt. for HELOC
(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.
Make 10 Calls
Use new reason to email template (5 times)
Appt. with Sapphire Reserve CPC
Make 5 Calls
Customer says "they will get back to you"
Overcome objections
S&S Example for CD Maturing
Appt. Schedule with Gold Box
Use general check in email template
Appt. for Refi with HLA
Appt. for PCB and Advisor
Talk to 3 people
Appt. with CD maturing
S&S Example for CD Maturing
Appt. with Safeguard our Customers
Appt. for HELOC