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