Ask the p/p ifthey arefamiliar withtheir onlineaccountRead theUPSDisclaimerto the p/p"I noticed that you'renot contributingenough to get yourfull co. match. Didyou want to up yourcontributions?"For Online DistEnabled:Tell the p/p theycan sign up to getan email sent tothem for their termdateSpanishTransferMentiontheTRP Appp/p livesinMarylandTransfer$100k Termto ClientDevelopmentOnlineDistribution*p/p mustbe eligiblePasswordReset: ask ap/p what theywere lookingto do onlineTell the p/pthat they canchat orcallback inthe futureValueStatement: tellthe p/p that youspecialize inthat type ofrequestTell a p/p thatthey don't havea beneficiaryset up yet;Digital Solutionto set it upHelp a p/pwith aRollover-In onthe onlineaccountAssociateApproved2 FactorRemoval"Can you tell me alittle more aboutyour situation so Ican understandwhat options youhave available?"Plug a specifictool/calculatoron the OLATaking out aloan or distdoesn't count"It looks like youcalled in recently,can you give me asummary of whatyou talked aboutwith the previousassociate?"Set up ap/p with anew onlineaccountMention theConfidenceNumber onthe onlineaccountEncouragea p/p to goonline to setup 2 FactorUse a p/p'sname 5 timesduring the call(ie. Mr. Smith)Walk a p/pthrough atransactiononline insteadof submitting itfor themTell the p/p theycan get theirFedEx trackingnumber on theironline accountAsk the p/p ifthey arefamiliar withtheir onlineaccountRead theUPSDisclaimerto the p/p"I noticed that you'renot contributingenough to get yourfull co. match. Didyou want to up yourcontributions?"For Online DistEnabled:Tell the p/p theycan sign up to getan email sent tothem for their termdateSpanishTransferMentiontheTRP Appp/p livesinMarylandTransfer$100k Termto ClientDevelopmentOnlineDistribution*p/p mustbe eligiblePasswordReset: ask ap/p what theywere lookingto do onlineTell the p/pthat they canchat orcallback inthe futureValueStatement: tellthe p/p that youspecialize inthat type ofrequestTell a p/p thatthey don't havea beneficiaryset up yet;Digital Solutionto set it upHelp a p/pwith aRollover-In onthe onlineaccountAssociateApproved2 FactorRemoval"Can you tell me alittle more aboutyour situation so Ican understandwhat options youhave available?"Plug a specifictool/calculatoron the OLATaking out aloan or distdoesn't count"It looks like youcalled in recently,can you give me asummary of whatyou talked aboutwith the previousassociate?"Set up ap/p with anew onlineaccountMention theConfidenceNumber onthe onlineaccountEncouragea p/p to goonline to setup 2 FactorUse a p/p'sname 5 timesduring the call(ie. Mr. Smith)Walk a p/pthrough atransactiononline insteadof submitting itfor themTell the p/p theycan get theirFedEx trackingnumber on theironline account

Brooke's Coaching Bingo! - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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
N
2
B
3
G
4
N
5
O
6
I
7
I
8
B
9
I
10
I
11
G
12
G
13
B
14
N
15
O
16
N
17
O
18
B
19
G
20
O
21
G
22
O
23
I
24
B
  1. N-Ask the p/p if they are familiar with their online account
  2. B-Read the UPS Disclaimer to the p/p
  3. G-"I noticed that you're not contributing enough to get your full co. match. Did you want to up your contributions?"
  4. N-For Online Dist Enabled: Tell the p/p they can sign up to get an email sent to them for their term date
  5. O-Spanish Transfer
  6. I-Mention the TRP App
  7. I-p/p lives in Maryland
  8. B-Transfer $100k Term to Client Development
  9. I-Online Distribution *p/p must be eligible
  10. I-Password Reset: ask a p/p what they were looking to do online
  11. G-Tell the p/p that they can chat or callback in the future
  12. G-Value Statement: tell the p/p that you specialize in that type of request
  13. B-Tell a p/p that they don't have a beneficiary set up yet; Digital Solution to set it up
  14. N-Help a p/p with a Rollover-In on the online account
  15. O-Associate Approved 2 Factor Removal
  16. N-"Can you tell me a little more about your situation so I can understand what options you have available?"
  17. O-Plug a specific tool/calculator on the OLA Taking out a loan or dist doesn't count
  18. B-"It looks like you called in recently, can you give me a summary of what you talked about with the previous associate?"
  19. G-Set up a p/p with a new online account
  20. O-Mention the Confidence Number on the online account
  21. G-Encourage a p/p to go online to set up 2 Factor
  22. O-Use a p/p's name 5 times during the call (ie. Mr. Smith)
  23. I-Walk a p/p through a transaction online instead of submitting it for them
  24. B-Tell the p/p they can get their FedEx tracking number on their online account