NeedsquestionsPreoccupation7 StepSalesProcessGreetingThecloseIntroducedFollowupSalesRecordsUnderstoodSituationalNamePresentation"How elsemay I helpyoutoday?"PositioningRelationshipquestionsBreakPreoccupationw/ ratequestionSituationalQuestionsClose"How didyou hearaboutus?"ValueHelpingclients buy:The nonsalesysolutionEmployeeThankedBreakPreoccupationw/ rateConfidenceRelationshipNeedsHHSBhourcardPositioningquestionsDocumemtsNeedsquestionsPreoccupation7 StepSalesProcessGreetingThecloseIntroducedFollowupSalesRecordsUnderstoodSituationalNamePresentation"How elsemay I helpyoutoday?"PositioningRelationshipquestionsBreakPreoccupationw/ ratequestionSituationalQuestionsClose"How didyou hearaboutus?"ValueHelpingclients buy:The nonsalesysolutionEmployeeThankedBreakPreoccupationw/ rateConfidenceRelationshipNeedsHHSBhourcardPositioningquestionsDocumemts

ACCOUNT OPENING BINGO - 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. Needs questions
  2. Preoccupation
  3. 7 Step Sales Process
  4. Greeting
  5. The close
  6. Introduced
  7. Follow up
  8. Sales
  9. Records
  10. Understood
  11. Situational
  12. Name
  13. Presentation
  14. "How else may I help you today?"
  15. Positioning
  16. Relationship questions
  17. Break Preoccupation w/ rate question
  18. Situational Questions
  19. Close
  20. "How did you hear about us?"
  21. Value
  22. Helping clients buy: The non salesy solution
  23. Employee
  24. Thanked
  25. Break Preoccupation w/ rate
  26. Confidence
  27. Relationship
  28. Needs
  29. HHSB hour card
  30. Positioning questions
  31. Documemts