Hand out abusinesscard after aconversationEngauge inan insuranceconversationAsk whatdo you dofor a livingReferralSentAsk aboutwhat thesummerproject isWalk aclient overto abankerFREEspot on aSNOWDAYReferralSentAsk whatare yourplans for theweekendReferralSentAsk what isyour favoriteHaywardfestivalReferralSentHand outa dogtreatAsk whereis the bestfish fryOffer aFinancialReviewOfferMobilebankingTell meaboutyourbusinessAsk whatis newwith thekidsAsk aboutthe upcomingtravel plansThank aVet fortheirserviceOffer aCLC forOverdraftOfferOnlinebankingReferralSentNotes inAIM forprospectingreferralsHand out abusinesscard after aconversationEngauge inan insuranceconversationAsk whatdo you dofor a livingReferralSentAsk aboutwhat thesummerproject isWalk aclient overto abankerFREEspot on aSNOWDAYReferralSentAsk whatare yourplans for theweekendReferralSentAsk what isyour favoriteHaywardfestivalReferralSentHand outa dogtreatAsk whereis the bestfish fryOffer aFinancialReviewOfferMobilebankingTell meaboutyourbusinessAsk whatis newwith thekidsAsk aboutthe upcomingtravel plansThank aVet fortheirserviceOffer aCLC forOverdraftOfferOnlinebankingReferralSentNotes 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. Hand out a business card after a conversation
  2. Engauge in an insurance conversation
  3. Ask what do you do for a living
  4. Referral Sent
  5. Ask about what the summer project is
  6. Walk a client over to a banker
  7. FREE spot on a SNOW DAY
  8. Referral Sent
  9. Ask what are your plans for the weekend
  10. Referral Sent
  11. Ask what is your favorite Hayward festival
  12. Referral Sent
  13. Hand out a dog treat
  14. Ask where is the best fish fry
  15. Offer a Financial Review
  16. Offer Mobile banking
  17. Tell me about your business
  18. Ask what is new with the kids
  19. Ask about the up coming travel plans
  20. Thank a Vet for their service
  21. Offer a CLC for Overdraft
  22. Offer Online banking
  23. Referral Sent
  24. Notes in AIM for prospecting referrals