Talk Ratio inlast month<65% (getcustomerstalking more!)CompleteschedulingexercisesAsk customerto write downtheirappointmentdate/time50+ dials3 days ina weekCreate orupdate aworkplayAsk aboutmotivationto sell on3 callsAsk abouttimeline tosell on 3callsConstructivefeedback onGongrecordingConfirmaddress, email,and phonenumber afterscheduling 3apptsReschedule2 appts in aweekAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Send apptconfirmationtext tocustomer80% holdrate onRolling 30dashboardSchedule 2appointmentsin a dayConfirm email+ send MPbrochure on 3follow-up (noappt) callsTalk Ratio inlast month<65% (getcustomerstalking more!)CompleteschedulingexercisesAsk customerto write downtheirappointmentdate/time50+ dials3 days ina weekCreate orupdate aworkplayAsk aboutmotivationto sell on3 callsAsk abouttimeline tosell on 3callsConstructivefeedback onGongrecordingConfirmaddress, email,and phonenumber afterscheduling 3apptsReschedule2 appts in aweekAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Send apptconfirmationtext tocustomer80% holdrate onRolling 30dashboardSchedule 2appointmentsin a dayConfirm email+ send MPbrochure on 3follow-up (noappt) calls

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