HAVE A laddering CONVO Ask client for a referral for a friend "WHERE ELSE DO YOU BANK?" SET an I &I APPT Ask if Employer offers Direct Deposit? Intro client to Vic for LB intervention BIN BUST YOUR WORK Talk to client in the drive up about product Open a checking account Ask client about their mortgage rate ASK CLIENT IF THEY CARRY CC BAL? SET A F@W EVENT FIND A CLIENT WITH A LOAN NEED Find someone going on Vacation OFFER A SAVINGS PROMO Print 3 profiles and review with BM Complete and intervention DISCOVER OUTSIDE FUNDS CREDIT CARD APP INPUT Intro client to BM FIND A CLIENT W/ ONLB NEED DISCOVER A H.E. NEED Open a savings account Get a mortgage referral for Steve HAVE A laddering CONVO Ask client for a referral for a friend "WHERE ELSE DO YOU BANK?" SET an I &I APPT Ask if Employer offers Direct Deposit? Intro client to Vic for LB intervention BIN BUST YOUR WORK Talk to client in the drive up about product Open a checking account Ask client about their mortgage rate ASK CLIENT IF THEY CARRY CC BAL? SET A F@W EVENT FIND A CLIENT WITH A LOAN NEED Find someone going on Vacation OFFER A SAVINGS PROMO Print 3 profiles and review with BM Complete and intervention DISCOVER OUTSIDE FUNDS CREDIT CARD APP INPUT Intro client to BM FIND A CLIENT W/ ONLB NEED DISCOVER A H.E. NEED Open a savings account Get a mortgage referral for Steve
(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.
HAVE A laddering CONVO
Ask client for a referral for a friend
"WHERE ELSE DO YOU BANK?"
SET
an I &I
APPT
Ask if Employer offers Direct Deposit?
Intro
client to Vic for LB intervention
BIN BUST YOUR WORK
Talk to client in the drive up about product
Open a checking account
Ask client about their mortgage rate
ASK CLIENT IF THEY CARRY CC BAL?
SET A F@W EVENT
FIND A CLIENT WITH A LOAN NEED
Find someone going on Vacation
OFFER A SAVINGS PROMO
Print 3 profiles and review with BM
Complete and intervention
DISCOVER OUTSIDE FUNDS
CREDIT CARD APP INPUT
Intro
client to BM
FIND A CLIENT W/
ONLB NEED
DISCOVER A
H.E. NEED
Open a savings account
Get a mortgage referral for Steve