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