Advance to Demo Proposal Meeting Net New 100+ Targets Active Process Demo Payroll 10+ Conversations Advance to Demo Client Meeting Close A Deal 75+ Dials Attend Training Learn Client's Broker/CPA/FA Prospect's Broker/CPA/401k Upsell Client Record a RolePlay Client Referral Partner Referral Deal Strategy (SE/Manager) Partner's Client List Client Reference Letter Partner Meeting Perfect Calendar Net New Profile 10 New Accounts Advance to Demo Proposal Meeting Net New 100+ Targets Active Process Demo Payroll 10+ Conversations Advance to Demo Client Meeting Close A Deal 75+ Dials Attend Training Learn Client's Broker/CPA/FA Prospect's Broker/CPA/401k Upsell Client Record a RolePlay Client Referral Partner Referral Deal Strategy (SE/Manager) Partner's Client List Client Reference Letter Partner Meeting Perfect Calendar Net New Profile 10 New Accounts
(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.
Advance to Demo
Proposal Meeting
Net New
100+ Targets Active
Process Demo Payroll
10+ Conversations
Advance to Demo
Client Meeting
Close A Deal
75+ Dials
Attend Training
Learn Client's Broker/CPA/FA
Prospect's Broker/CPA/401k
Upsell Client
Record a RolePlay
Client Referral
Partner Referral
Deal Strategy (SE/Manager)
Partner's Client List
Client Reference Letter
Partner Meeting
Perfect Calendar
Net New
Profile 10 New Accounts