PartnerMeetingAdvanceto DemoClientMeetingLearn Client'sBroker/CPA/FAProspect'sBroker/CPA/401kRecordaRolePlayAdvanceto Demo75+DialsProfile10 NewAccountsDeal Strategy(SE/Manager)ProcessDemoPayroll100+TargetsActiveUpsellClientPerfectCalendarNetNew10+ConversationsPartnerReferralClientReferenceLetterPartner'sClientListAttendTrainingCloseA DealNetNewClientReferralProposalMeetingPartnerMeetingAdvanceto DemoClientMeetingLearn Client'sBroker/CPA/FAProspect'sBroker/CPA/401kRecordaRolePlayAdvanceto Demo75+DialsProfile10 NewAccountsDeal Strategy(SE/Manager)ProcessDemoPayroll100+TargetsActiveUpsellClientPerfectCalendarNetNew10+ConversationsPartnerReferralClientReferenceLetterPartner'sClientListAttendTrainingCloseA DealNetNewClientReferralProposalMeeting

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