uncovera painWhat doyou likeabout yourcurrent FIWhat'syourexperiencewith ____?What doyou enjoyabout___?Introducethem toyour teamrecordyourselfon 3 followup callsnotatepersonalhobbiesSend anote otherthan thankyoucomplete5 pre-callplanningsheetsDefinefinancialsuccessfor youWhen welast spokeyou ____?Ask fortwofinancialgoalsWhat doyou dislikeabout yourcurrent FIHow areyou savingfor retire-ment?submitcontestprofilesusetransitionstatementSet theexpectationfor futurecontactuncoveradreammake arecommendationw/a stmtHow doyouimagine______?How do youcurrentlyhandle_____?Shareyour valuepromiseAny majorlifeevents?Learnsomethingabout theirfamilyuncovera painWhat doyou likeabout yourcurrent FIWhat'syourexperiencewith ____?What doyou enjoyabout___?Introducethem toyour teamrecordyourselfon 3 followup callsnotatepersonalhobbiesSend anote otherthan thankyoucomplete5 pre-callplanningsheetsDefinefinancialsuccessfor youWhen welast spokeyou ____?Ask fortwofinancialgoalsWhat doyou dislikeabout yourcurrent FIHow areyou savingfor retire-ment?submitcontestprofilesusetransitionstatementSet theexpectationfor futurecontactuncoveradreammake arecommendationw/a stmtHow doyouimagine______?How do youcurrentlyhandle_____?Shareyour valuepromiseAny majorlifeevents?Learnsomethingabout theirfamily

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