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