Help a p/pwith aRollover-In onthe onlineaccountAssociateApproved2 FactorRemovalSpanishTransferTransfer$100k Termto ClientDevelopmentMentiontheTRP AppOnlineDistribution*p/p mustbe eligibleTell the p/pthat they canchat orcallback inthe futureEncouragea p/p to goonline to setup 2 FactorPlug a specifictool/calculatoron the OLATaking out aloan or distdoesn't countTell a p/p thatthey don't havea beneficiaryset up yet;Digital Solutionto set it upp/p livesinMarylandPasswordReset: ask ap/p what theywere lookingto do onlineRead theUPSDisclaimerto the p/p"Can you tell me alittle more aboutyour situation so Ican understandwhat options youhave available?"Use 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 accountMention theConfidenceNumber onthe onlineaccountAsk the p/p ifthey arefamiliar withtheir onlineaccountFor Online DistEnabled:Tell the p/p theycan sign up to getan email sent tothem for their termdate"It looks like youcalled in recently,can you give me asummary of whatyou talked aboutwith the previousassociate?"ValueStatement: tellthe p/p that youspecialize inthat type ofrequestSet up ap/p with anew onlineaccount"I noticed that you'renot contributingenough to get yourfull co. match. Didyou want to up yourcontributions?"Help a p/pwith aRollover-In onthe onlineaccountAssociateApproved2 FactorRemovalSpanishTransferTransfer$100k Termto ClientDevelopmentMentiontheTRP AppOnlineDistribution*p/p mustbe eligibleTell the p/pthat they canchat orcallback inthe futureEncouragea p/p to goonline to setup 2 FactorPlug a specifictool/calculatoron the OLATaking out aloan or distdoesn't countTell a p/p thatthey don't havea beneficiaryset up yet;Digital Solutionto set it upp/p livesinMarylandPasswordReset: ask ap/p what theywere lookingto do onlineRead theUPSDisclaimerto the p/p"Can you tell me alittle more aboutyour situation so Ican understandwhat options youhave available?"Use 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 accountMention theConfidenceNumber onthe onlineaccountAsk the p/p ifthey arefamiliar withtheir onlineaccountFor Online DistEnabled:Tell the p/p theycan sign up to getan email sent tothem for their termdate"It looks like youcalled in recently,can you give me asummary of whatyou talked aboutwith the previousassociate?"ValueStatement: tellthe p/p that youspecialize inthat type ofrequestSet up ap/p with anew onlineaccount"I noticed that you'renot contributingenough to get yourfull co. match. Didyou want to up yourcontributions?"

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