Walk aclient overto abankerHand outa dogtreatOffer aCLC forOverdraftReferralSentAsk whatare yourplans for theweekendOfferMobilebankingThank aVet fortheirserviceOfferOnlinebankingAsk whatis newwith thekidsReferralSentAsk whereis the bestfish fryReferralSentOffer aFinancialReviewHand out abusinesscard after aconversationFREEspot on aSNOWDAYAsk what isyour favoriteHaywardfestivalReferralSentTell meaboutyourbusinessReferralSentAsk aboutwhat thesummerproject isAsk whatdo you dofor a livingEngauge inan insuranceconversationAsk aboutthe upcomingtravel plansNotes inAIM forprospectingreferralsWalk aclient overto abankerHand outa dogtreatOffer aCLC forOverdraftReferralSentAsk whatare yourplans for theweekendOfferMobilebankingThank aVet fortheirserviceOfferOnlinebankingAsk whatis newwith thekidsReferralSentAsk whereis the bestfish fryReferralSentOffer aFinancialReviewHand out abusinesscard after aconversationFREEspot on aSNOWDAYAsk what isyour favoriteHaywardfestivalReferralSentTell meaboutyourbusinessReferralSentAsk aboutwhat thesummerproject isAsk whatdo you dofor a livingEngauge inan insuranceconversationAsk aboutthe upcomingtravel plansNotes inAIM forprospectingreferrals

JFG Client Service Specialist - 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. Walk a client over to a banker
  2. Hand out a dog treat
  3. Offer a CLC for Overdraft
  4. Referral Sent
  5. Ask what are your plans for the weekend
  6. Offer Mobile banking
  7. Thank a Vet for their service
  8. Offer Online banking
  9. Ask what is new with the kids
  10. Referral Sent
  11. Ask where is the best fish fry
  12. Referral Sent
  13. Offer a Financial Review
  14. Hand out a business card after a conversation
  15. FREE spot on a SNOW DAY
  16. Ask what is your favorite Hayward festival
  17. Referral Sent
  18. Tell me about your business
  19. Referral Sent
  20. Ask about what the summer project is
  21. Ask what do you do for a living
  22. Engauge in an insurance conversation
  23. Ask about the up coming travel plans
  24. Notes in AIM for prospecting referrals