UpsellClientProcessDemoPayrollLearn Client'sBroker/CPA/FA10+ConversationsAdvanceto DemoAdvanceto DemoPerfectCalendarNetNewClientReferenceLetterNetNew100+TargetsActive75+DialsPartner'sClientListProposalMeetingProspect'sBroker/CPA/401kClientMeetingClientReferralDeal Strategy(SE/Manager)AttendTrainingCloseA DealPartnerReferralRecordaRolePlayPartnerMeetingProfile10 NewAccountsUpsellClientProcessDemoPayrollLearn Client'sBroker/CPA/FA10+ConversationsAdvanceto DemoAdvanceto DemoPerfectCalendarNetNewClientReferenceLetterNetNew100+TargetsActive75+DialsPartner'sClientListProposalMeetingProspect'sBroker/CPA/401kClientMeetingClientReferralDeal Strategy(SE/Manager)AttendTrainingCloseA DealPartnerReferralRecordaRolePlayPartnerMeetingProfile10 NewAccounts

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