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