Make sureall incomingscripts up todateRole-playthe 9 stepgreetingFeatureand Benefitof theCheckingOffer acustomera cup ofcoffeeTalk to acustomerabout IBTalk to acustomerabout directdepositOffer acustomeran AutoLoan quoteAsk OTCfor areferralapptComplimenta co-workerRole-playthe specialrules fornew acctsComplimenta customerOffer acustomera debitcardWrite aThank youto acustomerSay "HappyValentinesDay" tocustomerSay "Thankyou foryourbusiness"Talk to acustomerabout FunTimersSendinfo to acold callTalk to acustomerabout FTFlexTell a FTaboutBonusReferralMake aReferralCallResearchCRS for 2MMAleadsAsk acustomer ifthey haveV-day plansLet acustomerknow aboutestatementsMake aprospectcheckingcallMake sureall incomingscripts up todateRole-playthe 9 stepgreetingFeatureand Benefitof theCheckingOffer acustomera cup ofcoffeeTalk to acustomerabout IBTalk to acustomerabout directdepositOffer acustomeran AutoLoan quoteAsk OTCfor areferralapptComplimenta co-workerRole-playthe specialrules fornew acctsComplimenta customerOffer acustomera debitcardWrite aThank youto acustomerSay "HappyValentinesDay" tocustomerSay "Thankyou foryourbusiness"Talk to acustomerabout FunTimersSendinfo to acold callTalk to acustomerabout FTFlexTell a FTaboutBonusReferralMake aReferralCallResearchCRS for 2MMAleadsAsk acustomer ifthey haveV-day plansLet acustomerknow aboutestatementsMake aprospectcheckingcall

VALENTINE'S DAY - 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. Make sure all incoming scripts up to date
  2. Role-play the 9 step greeting
  3. Feature and Benefit of the Checking
  4. Offer a customer a cup of coffee
  5. Talk to a customer about IB
  6. Talk to a customer about direct deposit
  7. Offer a customer an Auto Loan quote
  8. Ask OTC for a referral appt
  9. Compliment a co-worker
  10. Role-play the special rules for new accts
  11. Compliment a customer
  12. Offer a customer a debit card
  13. Write a Thank you to a customer
  14. Say "Happy Valentines Day" to customer
  15. Say "Thank you for your business"
  16. Talk to a customer about Fun Timers
  17. Send info to a cold call
  18. Talk to a customer about FT Flex
  19. Tell a FT about Bonus Referral
  20. Make a Referral Call
  21. Research CRS for 2 MMA leads
  22. Ask a customer if they have V-day plans
  23. Let a customer know about estatements
  24. Make a prospect checking call