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