Told client story in CRM for all appts. Joint call made with someone from a different department Undivided attention with all clients Asked for a referral from a client Same day call back on all calls Used a client's name in an appt. Updated your business plan Shared the Johnson Story Used engaged listening Thanked a co- worker Personal introduction made Tailored a financial solution Explained next steps to client Set appt. in CRM with detailed notes Shared a win Asked for the business Volunteered in the community Encouraged client to complete a survey Shared a Success Took ownership of a problem Followed up with a client Made a Target Market Call Created a lead Recognized a co-worker Told client story in CRM for all appts. Joint call made with someone from a different department Undivided attention with all clients Asked for a referral from a client Same day call back on all calls Used a client's name in an appt. Updated your business plan Shared the Johnson Story Used engaged listening Thanked a co- worker Personal introduction made Tailored a financial solution Explained next steps to client Set appt. in CRM with detailed notes Shared a win Asked for the business Volunteered in the community Encouraged client to complete a survey Shared a Success Took ownership of a problem Followed up with a client Made a Target Market Call Created a lead Recognized a co-worker
(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.
Told client story in CRM for all appts.
Joint call made with someone from a different department
Undivided attention with all clients
Asked for a referral from a client
Same day call back on all calls
Used a client's name in an appt.
Updated your business plan
Shared the Johnson Story
Used engaged listening
Thanked a co-worker
Personal introduction made
Tailored a financial solution
Explained next steps to client
Set appt. in CRM with detailed notes
Shared a win
Asked for the business
Volunteered in the community
Encouraged client to complete a survey
Shared a Success
Took ownership of a problem
Followed up with a client
Made a Target Market Call
Created a lead
Recognized a co-worker