Ask abouttimeline tosell on 3callsCreate orupdate aworkplayAsk aboutmotivationto sell on3 callsReschedule2 appts in aweek80% holdrate onRolling 30dashboard50+ dials3 days ina weekTalk Ratio inlast month<65% (getcustomerstalking more!)CompleteschedulingexercisesAsk customerto write downtheirappointmentdate/timeSend apptconfirmationtext tocustomerConstructivefeedback onGongrecordingAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Confirmaddress, email,and phonenumber afterscheduling 3apptsConfirm email+ send MPbrochure on 3follow-up (noappt) callsSchedule 2appointmentsin a dayAsk abouttimeline tosell on 3callsCreate orupdate aworkplayAsk aboutmotivationto sell on3 callsReschedule2 appts in aweek80% holdrate onRolling 30dashboard50+ dials3 days ina weekTalk Ratio inlast month<65% (getcustomerstalking more!)CompleteschedulingexercisesAsk customerto write downtheirappointmentdate/timeSend apptconfirmationtext tocustomerConstructivefeedback onGongrecordingAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Confirmaddress, email,and phonenumber afterscheduling 3apptsConfirm email+ send MPbrochure on 3follow-up (noappt) callsSchedule 2appointmentsin a day

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