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