75+DialsClientMeetingProfile10 NewAccountsAdvanceto DemoNetNewClientReferralClientReferenceLetterProposalMeeting10+ConversationsPartnerMeeting100+TargetsActivePartner'sClientListCloseA DealPartnerReferralAttendTrainingDeal Strategy(SE/Manager)RecordaRolePlayUpsellClientLearn Client'sBroker/CPA/FAProcessDemoPayrollProspect'sBroker/CPA/401kPerfectCalendarNetNewAdvanceto Demo75+DialsClientMeetingProfile10 NewAccountsAdvanceto DemoNetNewClientReferralClientReferenceLetterProposalMeeting10+ConversationsPartnerMeeting100+TargetsActivePartner'sClientListCloseA DealPartnerReferralAttendTrainingDeal Strategy(SE/Manager)RecordaRolePlayUpsellClientLearn Client'sBroker/CPA/FAProcessDemoPayrollProspect'sBroker/CPA/401kPerfectCalendarNetNewAdvanceto Demo

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