Schedule 2appointmentsin a dayReschedule2 appts in aweekCreate orupdate aworkplayAsk aboutmotivationto sell on3 callsTalk Ratio inlast month<65% (getcustomerstalking more!)Constructivefeedback onGongrecordingAsk customerto write downtheirappointmentdate/time80% holdrate onRolling 30dashboardAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Send apptconfirmationtext tocustomerAsk abouttimeline tosell on 3callsConfirm email+ send MPbrochure on 3follow-up (noappt) calls50+ dials3 days ina weekConfirmaddress, email,and phonenumber afterscheduling 3apptsCompleteschedulingexercisesSchedule 2appointmentsin a dayReschedule2 appts in aweekCreate orupdate aworkplayAsk aboutmotivationto sell on3 callsTalk Ratio inlast month<65% (getcustomerstalking more!)Constructivefeedback onGongrecordingAsk customerto write downtheirappointmentdate/time80% holdrate onRolling 30dashboardAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Send apptconfirmationtext tocustomerAsk abouttimeline tosell on 3callsConfirm email+ send MPbrochure on 3follow-up (noappt) calls50+ dials3 days ina weekConfirmaddress, email,and phonenumber afterscheduling 3apptsCompleteschedulingexercises

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