Confirmaddress, email,and phonenumber afterscheduling 3apptsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Confirm email+ send MPbrochure on 3follow-up (noappt) calls50+ dials3 days ina weekReschedule2 appts in aweekSchedule 2appointmentsin a dayAsk aboutmotivationto sell on3 callsConstructivefeedback onGongrecordingAsk customerto write downtheirappointmentdate/time80% holdrate onRolling 30dashboardCompleteschedulingexercisesTalk Ratio inlast month<65% (getcustomerstalking more!)Create orupdate aworkplayAsk abouttimeline tosell on 3callsSend apptconfirmationtext tocustomerConfirmaddress, email,and phonenumber afterscheduling 3apptsAsk customer“Does it look likethere is anything onyour schedule thatcould conflict withyour appointment?”Confirm email+ send MPbrochure on 3follow-up (noappt) calls50+ dials3 days ina weekReschedule2 appts in aweekSchedule 2appointmentsin a dayAsk aboutmotivationto sell on3 callsConstructivefeedback onGongrecordingAsk customerto write downtheirappointmentdate/time80% holdrate onRolling 30dashboardCompleteschedulingexercisesTalk Ratio inlast month<65% (getcustomerstalking more!)Create orupdate aworkplayAsk abouttimeline tosell on 3callsSend apptconfirmationtext tocustomer

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