Agentprovidedroadmapwithin 2minutesClient wascallingfrom WIAgentprovidedroadmapwithin 1minuteHeard Agentset aroadmap inintroductionto client callClient askedto speak witha specificattorneyAgentbuilt trustin SterlingAgent usedparaphrasingto showunderstandingAgentdemonstratedconcern forclient duringfact findingAgent made asupportingstatement toclient aboutSterling'sbenefitsClient rushedinto fact findingand detailsbefore roadmapwas set byagentCaller washesitant toanswerquestionsAgentestablishedrapportduring factfindingClientindicatedthey were'shoppingaround'Agent mirroreda phrase theclient gaveduring factfindingClient askedto speak witha specificCSS AgentClient hadan endlessamount ofobjectionsClientasked for afreeconsultationAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILAgent askedappropriatequestions toprob clientfor detailsAgentscheduledwith anAttorneyAgentreframedthe clientsissueAgent builttrustduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agentprovidedroadmapwithin 2minutesClient wascallingfrom WIAgentprovidedroadmapwithin 1minuteHeard Agentset aroadmap inintroductionto client callClient askedto speak witha specificattorneyAgentbuilt trustin SterlingAgent usedparaphrasingto showunderstandingAgentdemonstratedconcern forclient duringfact findingAgent made asupportingstatement toclient aboutSterling'sbenefitsClient rushedinto fact findingand detailsbefore roadmapwas set byagentCaller washesitant toanswerquestionsAgentestablishedrapportduring factfindingClientindicatedthey were'shoppingaround'Agent mirroreda phrase theclient gaveduring factfindingClient askedto speak witha specificCSS AgentClient hadan endlessamount ofobjectionsClientasked for afreeconsultationAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILAgent askedappropriatequestions toprob clientfor detailsAgentscheduledwith anAttorneyAgentreframedthe clientsissueAgent builttrustduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'

Four Boxes Fact Finding (Active Listening) - 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. Agent provided roadmap within 2 minutes
  2. Client was calling from WI
  3. Agent provided roadmap within 1 minute
  4. Heard Agent set a roadmap in introduction to client call
  5. Client asked to speak with a specific attorney
  6. Agent built trust in Sterling
  7. Agent used paraphrasing to show understanding
  8. Agent demonstrated concern for client during fact finding
  9. Agent made a supporting statement to client about Sterling's benefits
  10. Client rushed into fact finding and details before roadmap was set by agent
  11. Caller was hesitant to answer questions
  12. Agent established rapport during fact finding
  13. Client indicated they were 'shopping around'
  14. Agent mirrored a phrase the client gave during fact finding
  15. Client asked to speak with a specific CSS Agent
  16. Client had an endless amount of objections
  17. Client asked for a free consultation
  18. Agent provided roadmap within 3 minutes
  19. Client was calling from IL
  20. Agent asked appropriate questions to prob client for details
  21. Agent scheduled with an Attorney
  22. Agent reframed the clients issue
  23. Agent built trust during fact finding
  24. Agent used verbal affirmations like 'I see', 'I know', 'Sure', or 'I understand'