Talk Ratio inlast month<65% (getcustomerstalking more!)Schedule 2appointmentsin a dayAsk customerto write downtheirappointmentdate/timeAsk aboutmotivationto sell on3 callsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Create orupdate aworkplay50+ dials3 days ina weekAsk abouttimeline tosell on 3callsConstructivefeedback onGongrecordingSend apptconfirmationtext tocustomerConfirm email+ send MPbrochure on 3follow-up (noappt) callsConfirmaddress, email,and phonenumber afterscheduling 3appts80% holdrate onRolling 30dashboardCompleteschedulingexercisesReschedule2 appts in aweekTalk Ratio inlast month<65% (getcustomerstalking more!)Schedule 2appointmentsin a dayAsk customerto write downtheirappointmentdate/timeAsk aboutmotivationto sell on3 callsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Create orupdate aworkplay50+ dials3 days ina weekAsk abouttimeline tosell on 3callsConstructivefeedback onGongrecordingSend apptconfirmationtext tocustomerConfirm email+ send MPbrochure on 3follow-up (noappt) callsConfirmaddress, email,and phonenumber afterscheduling 3appts80% holdrate onRolling 30dashboardCompleteschedulingexercisesReschedule2 appts in aweek

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