1 Approved and activated CC Complete everything on the Daily Plan Take 1 Business CC application Personal Checking Account Opened Perform 2 CC Calculations Give 5 HELOC promotion flyers out Banker Readiness- show me/tell me Share success you've had- -with team! Take 1 Personal CC application Lead 1 morning huddle- topic your choice Take one personal loan application Send one E Card for a job well done BOAT activity- show me/tell me Collect 1 Merchant Statement for review Give 5 Mortgage promotion flyers out 2 leads added to the pipeline Take one HELOC Application Coaching Session with BCM 5 Quality Conversations completed in 1 day Set 2 appointment for BCM- customers 5 Quality Conversations completed Upgrade two personal accounts Set 2 appointment for BCM- prospects 5 OBC's in one day 1 Approved and activated CC Complete everything on the Daily Plan Take 1 Business CC application Personal Checking Account Opened Perform 2 CC Calculations Give 5 HELOC promotion flyers out Banker Readiness- show me/tell me Share success you've had- -with team! Take 1 Personal CC application Lead 1 morning huddle- topic your choice Take one personal loan application Send one E Card for a job well done BOAT activity- show me/tell me Collect 1 Merchant Statement for review Give 5 Mortgage promotion flyers out 2 leads added to the pipeline Take one HELOC Application Coaching Session with BCM 5 Quality Conversations completed in 1 day Set 2 appointment for BCM- customers 5 Quality Conversations completed Upgrade two personal accounts Set 2 appointment for BCM- prospects 5 OBC's in one day
(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.
1 Approved and activated CC
Complete everything on the Daily Plan
Take 1 Business CC application
Personal Checking Account Opened
Perform 2 CC Calculations
Give 5 HELOC promotion flyers out
Banker Readiness-show me/tell me
Share success you've had--with team!
Take 1 Personal
CC application
Lead 1 morning huddle- topic your choice
Take one personal loan application
Send one E Card for a job well done
BOAT activity-show me/tell me
Collect 1 Merchant Statement for review
Give 5 Mortgage promotion flyers out
2 leads added to the pipeline
Take one HELOC Application
Coaching Session with BCM
5 Quality Conversations completed in 1 day
Set 2 appointment for BCM-customers
5 Quality Conversations completed
Upgrade two personal accounts
Set 2 appointment for BCM-prospects
5 OBC's in one day