80% holdrate onRolling 30dashboardAsk abouttimeline tosell on 3callsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Constructivefeedback onGongrecordingAsk customerto write downtheirappointmentdate/timeSend apptconfirmationtext tocustomerCreate orupdate aworkplayTalk Ratio inlast month<65% (getcustomerstalking more!)Confirm email+ send MPbrochure on 3follow-up (noappt) calls50+ dials3 days ina weekCompleteschedulingexercisesSchedule 2appointmentsin a dayAsk aboutmotivationto sell on3 callsReschedule2 appts in aweekConfirmaddress, email,and phonenumber afterscheduling 3appts80% holdrate onRolling 30dashboardAsk abouttimeline tosell on 3callsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Constructivefeedback onGongrecordingAsk customerto write downtheirappointmentdate/timeSend apptconfirmationtext tocustomerCreate orupdate aworkplayTalk Ratio inlast month<65% (getcustomerstalking more!)Confirm email+ send MPbrochure on 3follow-up (noappt) calls50+ dials3 days ina weekCompleteschedulingexercisesSchedule 2appointmentsin a dayAsk aboutmotivationto sell on3 callsReschedule2 appts in aweekConfirmaddress, email,and phonenumber afterscheduling 3appts

Serena's Bingo Board - 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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  2. 80% hold rate on Rolling 30 dashboard
  3. Ask about timeline to sell on 3 calls
  4. Ask customer “Does it look like there is anything on your schedule that could conflict with your appointment?”
  5. Constructive feedback on Gong recording
  6. Ask customer to write down their appointment date/time
  7. Send appt confirmation text to customer
  8. Create or update a workplay
  9. Talk Ratio in last month <65% (get customers talking more!)
  10. Confirm email + send MP brochure on 3 follow-up (no appt) calls
  11. 50+ dials 3 days in a week
  12. Complete scheduling exercises
  13. Schedule 2 appointments in a day
  14. Ask about motivation to sell on 3 calls
  15. Reschedule 2 appts in a week
  16. Confirm address, email, and phone number after scheduling 3 appts