Advanceto DemoPartnerMeetingProfile10 NewAccountsLearn Client'sBroker/CPA/FAClientMeetingAdvanceto Demo100+TargetsActiveClientReferralClientReferenceLetterRecordaRolePlay10+ConversationsProposalMeetingPerfectCalendarCloseA DealAttendTrainingProcessDemoPayrollDeal Strategy(SE/Manager)NetNewUpsellClientProspect'sBroker/CPA/401k75+DialsPartner'sClientListNetNewPartnerReferralAdvanceto DemoPartnerMeetingProfile10 NewAccountsLearn Client'sBroker/CPA/FAClientMeetingAdvanceto Demo100+TargetsActiveClientReferralClientReferenceLetterRecordaRolePlay10+ConversationsProposalMeetingPerfectCalendarCloseA DealAttendTrainingProcessDemoPayrollDeal Strategy(SE/Manager)NetNewUpsellClientProspect'sBroker/CPA/401k75+DialsPartner'sClientListNetNewPartnerReferral

Netchex - 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. Advance to Demo
  2. Partner Meeting
  3. Profile 10 New Accounts
  4. Learn Client's Broker/CPA/FA
  5. Client Meeting
  6. Advance to Demo
  7. 100+ Targets Active
  8. Client Referral
  9. Client Reference Letter
  10. Record a RolePlay
  11. 10+ Conversations
  12. Proposal Meeting
  13. Perfect Calendar
  14. Close A Deal
  15. Attend Training
  16. Process Demo Payroll
  17. Deal Strategy (SE/Manager)
  18. Net New
  19. Upsell Client
  20. Prospect's Broker/CPA/401k
  21. 75+ Dials
  22. Partner's Client List
  23. Net New
  24. Partner Referral