Spoke about life insurance Spoke to a spouse for the first time Scheduled an appt Promised to follow up in a week Explained my value Enrolled a client in online access Spoke to a client over age 90 Got a referral Got an email Scheduled an in- home appt Spoke to a prospect under age 30 Got name of tax preparer Found over $50,000 in assets Bought an income investment for a client Got hung up on Sent an EJ opinion report Got a trusted contact Left a Message Spoke about e- delivery Scheduled an appt for after 5 Dialed a number no longer in service Bought stock for a client Spoke about next steps Set appt for next week Coded a prospect red Spoke about an old 401k Prospect answered the phone Found assets to transfer in-kind Asked for the order Spoke about life insurance Spoke to a spouse for the first time Scheduled an appt Promised to follow up in a week Explained my value Enrolled a client in online access Spoke to a client over age 90 Got a referral Got an email Scheduled an in- home appt Spoke to a prospect under age 30 Got name of tax preparer Found over $50,000 in assets Bought an income investment for a client Got hung up on Sent an EJ opinion report Got a trusted contact Left a Message Spoke about e- delivery Scheduled an appt for after 5 Dialed a number no longer in service Bought stock for a client Spoke about next steps Set appt for next week Coded a prospect red Spoke about an old 401k Prospect answered the phone Found assets to transfer in-kind Asked for the order
(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.
Spoke about life insurance
Spoke to a spouse for the first time
Scheduled an appt
Promised to follow up in a week
Explained my value
Enrolled a client in online access
Spoke to a client over age 90
Got a referral
Got an email
Scheduled an in-home appt
Spoke to a prospect under age 30
Got name of tax preparer
Found over $50,000 in assets
Bought an income investment for a client
Got hung up on
Sent an EJ opinion report
Got a trusted contact
Left a Message
Spoke about e-delivery
Scheduled an appt for after 5
Dialed a number no longer in service
Bought stock for a client
Spoke about next steps
Set appt for next week
Coded a prospect red
Spoke about an old 401k
Prospect answered the phone
Found assets to transfer in-kind
Asked for the order