Prospect'sBroker/CPA/401kAttendTrainingDeal Strategy(SE/Manager)ClientReferenceLetterNetNewPartnerReferralProcessDemoPayrollProposalMeetingAdvanceto Demo10+ConversationsCloseA DealPerfectCalendarPartnerMeetingAdvanceto DemoNetNewUpsellClientProfile10 NewAccountsLearn Client'sBroker/CPA/FARecordaRolePlay75+Dials100+TargetsActiveClientReferralClientMeetingPartner'sClientListProspect'sBroker/CPA/401kAttendTrainingDeal Strategy(SE/Manager)ClientReferenceLetterNetNewPartnerReferralProcessDemoPayrollProposalMeetingAdvanceto Demo10+ConversationsCloseA DealPerfectCalendarPartnerMeetingAdvanceto DemoNetNewUpsellClientProfile10 NewAccountsLearn Client'sBroker/CPA/FARecordaRolePlay75+Dials100+TargetsActiveClientReferralClientMeetingPartner'sClientList

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