Shareyour valuepromiseHow doyouimagine______?Definefinancialsuccessfor youHow areyou savingfor retire-ment?What doyou enjoyabout___?Learnsomethingabout theirfamilyWhat doyou likeabout yourcurrent FIrecordyourselfon 3 followup callsAsk fortwofinancialgoalsuncovera painIntroducethem toyour teamSet theexpectationfor futurecontactnotatepersonalhobbiesWhat'syourexperiencewith ____?Send anote otherthan thankyouWhat doyou dislikeabout yourcurrent FIusetransitionstatementuncoveradreamAny majorlifeevents?make arecommendationw/a stmtWhen welast spokeyou ____?complete5 pre-callplanningsheetssubmitcontestprofilesHow do youcurrentlyhandle_____?Shareyour valuepromiseHow doyouimagine______?Definefinancialsuccessfor youHow areyou savingfor retire-ment?What doyou enjoyabout___?Learnsomethingabout theirfamilyWhat doyou likeabout yourcurrent FIrecordyourselfon 3 followup callsAsk fortwofinancialgoalsuncovera painIntroducethem toyour teamSet theexpectationfor futurecontactnotatepersonalhobbiesWhat'syourexperiencewith ____?Send anote otherthan thankyouWhat doyou dislikeabout yourcurrent FIusetransitionstatementuncoveradreamAny majorlifeevents?make arecommendationw/a stmtWhen welast spokeyou ____?complete5 pre-callplanningsheetssubmitcontestprofilesHow do youcurrentlyhandle_____?

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