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