(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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I showed a customer how to save $5
Made a referral to a lender
Talked about benefits instead of products
Sold a product the customer doesn't have
Obtained an email address from a current customer
Sent a thank you note
Signed a customer up for Opt In
I signed up for eStatements
Made a follow-up phone call to a potential customer
Asked a customer "What more can I do for you today?"
Asked 2 good questions to identify needs (Detective Work)
Signed up a new Online Banking customer
Dress the part of a trusted financial expert (All Dressed Up)
Referred someone to Trust & Investments
Sold a Student Account
Sold a safety deposit box
Gave my business card to a customer
Signed a customer up for eStatements
Showed a customer how to save 5 minutes
Introduced a customer to another employee (The Flip)
Used customer's name twice in a conversation (Call My Name)
SMILED
Escorted the customer (to another office, waiting area, door, etc.)
Sent a cross-sell letter as a follow up to a phone conversation
