Ask aboutthe upcomingtravel plansEngauge inan insuranceconversationReferralSentAsk whatdo you dofor a livingThank aVet fortheirserviceNotes inAIM forprospectingreferralsAsk whereis the bestfish fryAsk whatare yourplans for theweekendHand out abusinesscard after aconversationReferralSentAsk aboutwhat thesummerproject isTell meaboutyourbusinessWalk aclient overto abankerFREEspot on aSNOWDAYOffer aFinancialReviewReferralSentOffer aCLC forOverdraftOfferMobilebankingHand outa dogtreatReferralSentOfferOnlinebankingAsk whatis newwith thekidsAsk what isyour favoriteHaywardfestivalReferralSentAsk aboutthe upcomingtravel plansEngauge inan insuranceconversationReferralSentAsk whatdo you dofor a livingThank aVet fortheirserviceNotes inAIM forprospectingreferralsAsk whereis the bestfish fryAsk whatare yourplans for theweekendHand out abusinesscard after aconversationReferralSentAsk aboutwhat thesummerproject isTell meaboutyourbusinessWalk aclient overto abankerFREEspot on aSNOWDAYOffer aFinancialReviewReferralSentOffer aCLC forOverdraftOfferMobilebankingHand outa dogtreatReferralSentOfferOnlinebankingAsk whatis newwith thekidsAsk what isyour favoriteHaywardfestivalReferralSent

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