Planning Contact SOS in client file Turnover Date in SF Turnover GM Update in SF Verify all special insurance needs Forecast Updated in SF Lead Source High Level Update in SF Attendee Profile in SF SA in client file Correct vendors on SOS Forward all holds to Ops "Show me the math" on SOS Set each other up for success! Fast Lane Checklists I'm so busy! Sourcing Agent Contract Sent Date in SF Commis. Notes in SF Send deposit info to account. Use the checklists! Contracted Amount matches SOS Turnover Profit % in SF Proposal in client file counter- signed SA & SOS FAM as office in SF for FAMs Forward all docs to Ops Cancel all un- needed holds Planning Contact SOS in client file Turnover Date in SF Turnover GM Update in SF Verify all special insurance needs Forecast Updated in SF Lead Source High Level Update in SF Attendee Profile in SF SA in client file Correct vendors on SOS Forward all holds to Ops "Show me the math" on SOS Set each other up for success! Fast Lane Checklists I'm so busy! Sourcing Agent Contract Sent Date in SF Commis. Notes in SF Send deposit info to account. Use the checklists! Contracted Amount matches SOS Turnover Profit % in SF Proposal in client file counter- signed SA & SOS FAM as office in SF for FAMs Forward all docs to Ops Cancel all un- needed holds
(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.
Planning Contact
SOS in client file
Turnover Date in SF
Turnover
GM Update in SF
Verify all special insurance needs
Forecast
Updated in SF
Lead Source
High Level Update in SF
Attendee Profile in SF
SA in client file
Correct vendors on SOS
Forward all holds to Ops
"Show me the math" on SOS
Set each other up for success!
Fast Lane Checklists
I'm so busy!
Sourcing Agent
Contract Sent Date in SF
Commis.
Notes in SF
Send deposit info to account.
Use the checklists!
Contracted
Amount matches SOS
Turnover Profit % in SF
Proposal in client file
counter-signed SA & SOS
FAM as office in SF for FAMs
Forward all docs to Ops
Cancel all un-needed holds