ask businesscx if theircredit needsare being metask businesscustomer iftheypersonallybank with TDask OFImortgage cxwhen theirmortgage isup for renewalrole play withMCEmortgagereferralconversationask HighBalance DIaccount if theywant a secondopinionask a highbalance cx whatstrategy they havein place to passalong their wealthask cx howthey plan tomake their2020 RSPcontributionRole playwith MCEreferral towealthconversationWhat elsecan TD dofor yourbusinessHealth carereferral /printoutDr,Dentist,ChiroHigh BalanceFPConversationtalk tocustomerabout theirretirementgoalsask cx if theyare planningto purchaseany propertythis summerask DIcustomerhow their lasttrade wentwhen was thelast time youreviewed yourfinancial planrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionprint HBportfolio androle-playconvo withMCEoffer to refercommercialclient toprivatebankingask cx if theyare houseshopping/need mortgageadvicehave estateplanningconversationask cxabout theirfinancialgoalsprivatebankingconversationadvice onSB creditcardcampaignask cx whenthe last timewas that theymet with afinancialadvisorask businesscx if theircredit needsare being metask businesscustomer iftheypersonallybank with TDask OFImortgage cxwhen theirmortgage isup for renewalrole play withMCEmortgagereferralconversationask HighBalance DIaccount if theywant a secondopinionask a highbalance cx whatstrategy they havein place to passalong their wealthask cx howthey plan tomake their2020 RSPcontributionRole playwith MCEreferral towealthconversationWhat elsecan TD dofor yourbusinessHealth carereferral /printoutDr,Dentist,ChiroHigh BalanceFPConversationtalk tocustomerabout theirretirementgoalsask cx if theyare planningto purchaseany propertythis summerask DIcustomerhow their lasttrade wentwhen was thelast time youreviewed yourfinancial planrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionprint HBportfolio androle-playconvo withMCEoffer to refercommercialclient toprivatebankingask cx if theyare houseshopping/need mortgageadvicehave estateplanningconversationask cxabout theirfinancialgoalsprivatebankingconversationadvice onSB creditcardcampaignask cx whenthe last timewas that theymet with afinancialadvisor

ONE TD BINGO - 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. ask business cx if their credit needs are being met
  2. ask business customer if they personally bank with TD
  3. ask OFI mortgage cx when their mortgage is up for renewal
  4. role play with MCE mortgage referral conversation
  5. ask High Balance DI account if they want a second opinion
  6. ask a high balance cx what strategy they have in place to pass along their wealth
  7. ask cx how they plan to make their 2020 RSP contribution
  8. Role play with MCE referral to wealth conversation
  9. What else can TD do for your business
  10. Health care referral /printout Dr,Dentist,Chiro
  11. High Balance FP Conversation
  12. talk to customer about their retirement goals
  13. ask cx if they are planning to purchase any property this summer
  14. ask DI customer how their last trade went
  15. when was the last time you reviewed your financial plan
  16. recommend a cx who has no investments with us to sit with Advisor for second opinion
  17. print HB portfolio and role-play convo with MCE
  18. offer to refer commercial client to private banking
  19. ask cx if they are house shopping/ need mortgage advice
  20. have estate planning conversation
  21. ask cx about their financial goals
  22. private banking conversation
  23. advice on SB credit card campaign
  24. ask cx when the last time was that they met with a financial advisor