Agent mirroreda phrase theclient gaveduring factfindingHeard Agentset aroadmap inintroductionto client callAgentreframedthe clientsissueAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentscheduledwith anAttorneyClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILCaller washesitant toanswerquestionsAgentprovidedroadmapwithin 1minuteAgent builttrustduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client askedto speak witha specificattorneyAgentdemonstratedconcern forclient duringfact findingClientasked for afreeconsultationClient askedto speak witha specificCSS AgentClient wascallingfrom WIClientindicatedthey were'shoppingaround'Client hadan endlessamount ofobjectionsAgentprovidedroadmapwithin 2minutesAgentestablishedrapportduring factfindingAgentbuilt trustin SterlingAgent askedappropriatequestions toprob clientfor detailsAgent usedparaphrasingto showunderstandingAgent mirroreda phrase theclient gaveduring factfindingHeard Agentset aroadmap inintroductionto client callAgentreframedthe clientsissueAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentscheduledwith anAttorneyClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILCaller washesitant toanswerquestionsAgentprovidedroadmapwithin 1minuteAgent builttrustduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client askedto speak witha specificattorneyAgentdemonstratedconcern forclient duringfact findingClientasked for afreeconsultationClient askedto speak witha specificCSS AgentClient wascallingfrom WIClientindicatedthey were'shoppingaround'Client hadan endlessamount ofobjectionsAgentprovidedroadmapwithin 2minutesAgentestablishedrapportduring factfindingAgentbuilt trustin SterlingAgent askedappropriatequestions toprob clientfor detailsAgent usedparaphrasingto showunderstanding

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