CompleteschedulingexercisesAsk aboutmotivationto sell on3 callsAsk abouttimeline tosell on 3callsSchedule 2appointmentsin a day50+ dials3 days ina week80% holdrate onRolling 30dashboardCreate orupdate aworkplayTalk Ratio inlast month<65% (getcustomerstalking more!)Confirm email+ send MPbrochure on 3follow-up (noappt) callsSend apptconfirmationtext tocustomerAsk customerto write downtheirappointmentdate/timeConstructivefeedback onGongrecordingConfirmaddress, email,and phonenumber afterscheduling 3apptsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Reschedule2 appts in aweekCompleteschedulingexercisesAsk aboutmotivationto sell on3 callsAsk abouttimeline tosell on 3callsSchedule 2appointmentsin a day50+ dials3 days ina week80% holdrate onRolling 30dashboardCreate orupdate aworkplayTalk Ratio inlast month<65% (getcustomerstalking more!)Confirm email+ send MPbrochure on 3follow-up (noappt) callsSend apptconfirmationtext tocustomerAsk customerto write downtheirappointmentdate/timeConstructivefeedback onGongrecordingConfirmaddress, email,and phonenumber afterscheduling 3apptsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Reschedule2 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. Complete scheduling exercises
  2. Ask about motivation to sell on 3 calls
  3. Ask about timeline to sell on 3 calls
  4. Schedule 2 appointments in a day
  5. 50+ dials 3 days in a week
  6. 80% hold rate on Rolling 30 dashboard
  7. Create or update a workplay
  8. Talk Ratio in last month <65% (get customers talking more!)
  9. Confirm email + send MP brochure on 3 follow-up (no appt) calls
  10. Send appt confirmation text to customer
  11. Ask customer to write down their appointment date/time
  12. Constructive feedback on Gong recording
  13. Confirm address, email, and phone number after scheduling 3 appts
  14. Ask customer “Does it look like there is anything on your schedule that could conflict with your appointment?”
  15. Reschedule 2 appts in a week