BranchReferral#1Had AGST$convoIRALead#2Retention#1Retention#2Enrollment#1Talk toa FordClientIntroduceyourself toa new hireas of 9/11PALeadDetermineda client'sgoalIRALead#1Listened toone of yourcalls andsend XtinafeedbackTalked toaDominionclientRoll-inLeadPALeadBranchReferral#2Said "IRecommend"to a clientTalked to aclient who'sname isJohnRoll-inLead#1Completea SaleskeyProficiencyMasterUsed yourEngageStatementRetention#3Talked toa BoeingclientTalked toa clientfrom FLBranchReferral#1Had AGST$convoIRALead#2Retention#1Retention#2Enrollment#1Talk toa FordClientIntroduceyourself toa new hireas of 9/11PALeadDetermineda client'sgoalIRALead#1Listened toone of yourcalls andsend XtinafeedbackTalked toaDominionclientRoll-inLeadPALeadBranchReferral#2Said "IRecommend"to a clientTalked to aclient who'sname isJohnRoll-inLead#1Completea SaleskeyProficiencyMasterUsed yourEngageStatementRetention#3Talked toa BoeingclientTalked toa clientfrom FL

FE Advisor 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. Branch Referral #1
  2. Had A GST$ convo
  3. IRA Lead #2
  4. Retention #1
  5. Retention #2
  6. Enrollment #1
  7. Talk to a Ford Client
  8. Introduce yourself to a new hire as of 9/11
  9. PA Lead
  10. Determined a client's goal
  11. IRA Lead #1
  12. Listened to one of your calls and send Xtina feedback
  13. Talked to a Dominion client
  14. Roll-in Lead
  15. PA Lead
  16. Branch Referral #2
  17. Said "I Recommend" to a client
  18. Talked to a client who's name is John
  19. Roll-in Lead #1
  20. Complete a Saleskey Proficiency Master
  21. Used your Engage Statement
  22. Retention #3
  23. Talked to a Boeing client
  24. Talked to a client from FL