"Gone for the day" before noon "Are you doing a lunch?" "I thought you were a client calling" Send them an email In a meeting "I'm retiring" Discovery meeting/get client name "Bright who?" Set appointment YAYY!! "Are you the annuity guy?" "I don't do insurance" HANG UP They don't meet with wholesalers On vacation for 2+ weeks "Call after the market closes" "You can stop by" With a client Same gatekeeper 4x "Now's not a good time" Referral to another advisor "Take me off your list" "I don't handle their calendar." They no longer work here Thinks it is a recruiting call "Gone for the day" before noon "Are you doing a lunch?" "I thought you were a client calling" Send them an email In a meeting "I'm retiring" Discovery meeting/get client name "Bright who?" Set appointment YAYY!! "Are you the annuity guy?" "I don't do insurance" HANG UP They don't meet with wholesalers On vacation for 2+ weeks "Call after the market closes" "You can stop by" With a client Same gatekeeper 4x "Now's not a good time" Referral to another advisor "Take me off your list" "I don't handle their calendar." They no longer work here Thinks it is a recruiting call
(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.
"Gone for the day" before noon
"Are you doing a lunch?"
"I thought you were a client calling"
Send them an email
In a meeting
"I'm retiring"
Discovery meeting/get client name
"Bright who?"
Set appointment YAYY!!
"Are you the annuity guy?"
"I don't do insurance"
HANG UP
They don't meet with wholesalers
On vacation for 2+ weeks
"Call after the market closes"
"You can stop by"
With a client
Same gatekeeper 4x
"Now's not a good time"
Referral to another advisor
"Take me off your list"
"I don't handle their calendar."
They no longer work here
Thinks it is a recruiting call