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