Notes inAIM forprospectingreferralsHand outa dogtreatReferralSentTell meaboutyourbusinessAsk aboutthe upcomingtravel plansReferralSentReferralSentAsk whatis newwith thekidsReferralSentReferralSentOffer aCLC forOverdraftAsk whatare yourplans for theweekendAsk what isyour favoriteHaywardfestivalFREEspot on aSNOWDAYOfferMobilebankingOffer aFinancialReviewEngauge inan insuranceconversationAsk whatdo you dofor a livingAsk aboutwhat thesummerproject isHand out abusinesscard after aconversationWalk aclient overto abankerOfferOnlinebankingThank aVet fortheirserviceAsk whereis the bestfish fryNotes inAIM forprospectingreferralsHand outa dogtreatReferralSentTell meaboutyourbusinessAsk aboutthe upcomingtravel plansReferralSentReferralSentAsk whatis newwith thekidsReferralSentReferralSentOffer aCLC forOverdraftAsk whatare yourplans for theweekendAsk what isyour favoriteHaywardfestivalFREEspot on aSNOWDAYOfferMobilebankingOffer aFinancialReviewEngauge inan insuranceconversationAsk whatdo you dofor a livingAsk aboutwhat thesummerproject isHand out abusinesscard after aconversationWalk aclient overto abankerOfferOnlinebankingThank aVet fortheirserviceAsk whereis the bestfish fry

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Notes in AIM for prospecting referrals
  2. Hand out a dog treat
  3. Referral Sent
  4. Tell me about your business
  5. Ask about the up coming travel plans
  6. Referral Sent
  7. Referral Sent
  8. Ask what is new with the kids
  9. Referral Sent
  10. Referral Sent
  11. Offer a CLC for Overdraft
  12. Ask what are your plans for the weekend
  13. Ask what is your favorite Hayward festival
  14. FREE spot on a SNOW DAY
  15. Offer Mobile banking
  16. Offer a Financial Review
  17. Engauge in an insurance conversation
  18. Ask what do you do for a living
  19. Ask about what the summer project is
  20. Hand out a business card after a conversation
  21. Walk a client over to a banker
  22. Offer Online banking
  23. Thank a Vet for their service
  24. Ask where is the best fish fry