Thank aVet fortheirserviceReferralSentEngauge inan insuranceconversationFREEspot on aSNOWDAYAsk whatdo you dofor a livingAsk aboutthe upcomingtravel plansAsk whatis newwith thekidsWalk aclient overto abankerHand out abusinesscard after aconversationAsk whereis the bestfish fryReferralSentHand outa dogtreatReferralSentReferralSentTell meaboutyourbusinessAsk what isyour favoriteHaywardfestivalAsk aboutwhat thesummerproject isOffer aFinancialReviewNotes inAIM forprospectingreferralsOffer aCLC forOverdraftOfferOnlinebankingOfferMobilebankingReferralSentAsk whatare yourplans for theweekendThank aVet fortheirserviceReferralSentEngauge inan insuranceconversationFREEspot on aSNOWDAYAsk whatdo you dofor a livingAsk aboutthe upcomingtravel plansAsk whatis newwith thekidsWalk aclient overto abankerHand out abusinesscard after aconversationAsk whereis the bestfish fryReferralSentHand outa dogtreatReferralSentReferralSentTell meaboutyourbusinessAsk what isyour favoriteHaywardfestivalAsk aboutwhat thesummerproject isOffer aFinancialReviewNotes inAIM forprospectingreferralsOffer aCLC forOverdraftOfferOnlinebankingOfferMobilebankingReferralSentAsk whatare yourplans for theweekend

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