Ask customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Schedule 2appointmentsin a dayAsk abouttimeline tosell on 3calls80% holdrate onRolling 30dashboardConfirm email+ send MPbrochure on 3follow-up (noappt) callsConfirmaddress, email,and phonenumber afterscheduling 3apptsCompleteschedulingexercisesSend apptconfirmationtext tocustomerTalk Ratio inlast month<65% (getcustomerstalking more!)Constructivefeedback onGongrecording50+ dials3 days ina weekAsk customerto write downtheirappointmentdate/timeReschedule2 appts in aweekCreate orupdate aworkplayAsk aboutmotivationto sell on3 callsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Schedule 2appointmentsin a dayAsk abouttimeline tosell on 3calls80% holdrate onRolling 30dashboardConfirm email+ send MPbrochure on 3follow-up (noappt) callsConfirmaddress, email,and phonenumber afterscheduling 3apptsCompleteschedulingexercisesSend apptconfirmationtext tocustomerTalk Ratio inlast month<65% (getcustomerstalking more!)Constructivefeedback onGongrecording50+ dials3 days ina weekAsk customerto write downtheirappointmentdate/timeReschedule2 appts in aweekCreate orupdate aworkplayAsk aboutmotivationto sell on3 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. Ask customer “Does it look like there is anything on your schedule that could conflict with your appointment?”
  2. Schedule 2 appointments in a day
  3. Ask about timeline to sell on 3 calls
  4. 80% hold rate on Rolling 30 dashboard
  5. Confirm email + send MP brochure on 3 follow-up (no appt) calls
  6. Confirm address, email, and phone number after scheduling 3 appts
  7. Complete scheduling exercises
  8. Send appt confirmation text to customer
  9. Talk Ratio in last month <65% (get customers talking more!)
  10. Constructive feedback on Gong recording
  11. 50+ dials 3 days in a week
  12. Ask customer to write down their appointment date/time
  13. Reschedule 2 appts in a week
  14. Create or update a workplay
  15. Ask about motivation to sell on 3 calls