Advanceto DemoProfile10 NewAccounts10+ConversationsAttendTraining100+TargetsActiveClientMeetingAdvanceto DemoPartnerReferralProspect'sBroker/CPA/401kNetNewClientReferralPerfectCalendarNetNewRecordaRolePlayClientReferenceLetterUpsellClient75+DialsCloseA DealLearn Client'sBroker/CPA/FAProcessDemoPayrollProposalMeetingPartner'sClientListDeal Strategy(SE/Manager)PartnerMeetingAdvanceto DemoProfile10 NewAccounts10+ConversationsAttendTraining100+TargetsActiveClientMeetingAdvanceto DemoPartnerReferralProspect'sBroker/CPA/401kNetNewClientReferralPerfectCalendarNetNewRecordaRolePlayClientReferenceLetterUpsellClient75+DialsCloseA DealLearn Client'sBroker/CPA/FAProcessDemoPayrollProposalMeetingPartner'sClientListDeal Strategy(SE/Manager)PartnerMeeting

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