Use newreason toemailtemplate (5times)Appt.Schedulewith GoldBoxMake5 CallsAppt. withSapphireReserveCPCCustomersays "theywill get backto you"S&SExamplefor CDMaturingOvercomeobjectionsUse generalcheck inemailtemplateMake10CallsAppt. forPCB andAdvisorS&SExamplefor CDMaturingTalk to3peopleAppt.forHELOCAppt. forRefi withHLAAppt.with CDmaturingAppt. withSafeguardourCustomersUse newreason toemailtemplate (5times)Appt.Schedulewith GoldBoxMake5 CallsAppt. withSapphireReserveCPCCustomersays "theywill get backto you"S&SExamplefor CDMaturingOvercomeobjectionsUse generalcheck inemailtemplateMake10CallsAppt. forPCB andAdvisorS&SExamplefor CDMaturingTalk to3peopleAppt.forHELOCAppt. forRefi withHLAAppt.with CDmaturingAppt. withSafeguardourCustomers

Call Night 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. Use new reason to email template (5 times)
  2. Appt. Schedule with Gold Box
  3. Make 5 Calls
  4. Appt. with Sapphire Reserve CPC
  5. Customer says "they will get back to you"
  6. S&S Example for CD Maturing
  7. Overcome objections
  8. Use general check in email template
  9. Make 10 Calls
  10. Appt. for PCB and Advisor
  11. S&S Example for CD Maturing
  12. Talk to 3 people
  13. Appt. for HELOC
  14. Appt. for Refi with HLA
  15. Appt. with CD maturing
  16. Appt. with Safeguard our Customers