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