submitcontestprofilesIntroducethem toyour teamDefinefinancialsuccessfor youHow doyouimagine______?What'syourexperiencewith ____?complete5 pre-callplanningsheetsWhat doyou dislikeabout yourcurrent FIHow do youcurrentlyhandle_____?Shareyour valuepromiseusetransitionstatementuncovera painSend anote otherthan thankyouAsk fortwofinancialgoalsnotatepersonalhobbiesHow areyou savingfor retire-ment?Any majorlifeevents?make arecommendationw/a stmtWhen welast spokeyou ____?Learnsomethingabout theirfamilyWhat doyou enjoyabout___?recordyourselfon 3 followup callsSet theexpectationfor futurecontactWhat doyou likeabout yourcurrent FIuncoveradreamsubmitcontestprofilesIntroducethem toyour teamDefinefinancialsuccessfor youHow doyouimagine______?What'syourexperiencewith ____?complete5 pre-callplanningsheetsWhat doyou dislikeabout yourcurrent FIHow do youcurrentlyhandle_____?Shareyour valuepromiseusetransitionstatementuncovera painSend anote otherthan thankyouAsk fortwofinancialgoalsnotatepersonalhobbiesHow areyou savingfor retire-ment?Any majorlifeevents?make arecommendationw/a stmtWhen welast spokeyou ____?Learnsomethingabout theirfamilyWhat doyou enjoyabout___?recordyourselfon 3 followup callsSet theexpectationfor futurecontactWhat doyou likeabout yourcurrent FIuncoveradream

Untitled Bingo - Call List

(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.


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  1. submit contest profiles
  2. Introduce them to your team
  3. Define financial success for you
  4. How do you imagine ______?
  5. What's your experience with ____?
  6. complete 5 pre-call planning sheets
  7. What do you dislike about your current FI
  8. How do you currently handle _____?
  9. Share your value promise
  10. use transition statement
  11. uncover a pain
  12. Send a note other than thank you
  13. Ask for two financial goals
  14. notate personal hobbies
  15. How are you saving for retire-ment?
  16. Any major life events?
  17. make a recommendation w/a stmt
  18. When we last spoke you ____?
  19. Learn something about their family
  20. What do you enjoy about ___?
  21. record yourself on 3 follow up calls
  22. Set the expectation for future contact
  23. What do you like about your current FI
  24. uncover a dream