Client rushedinto fact findingand detailsbefore roadmapwas set byagentClient hadan endlessamount ofobjectionsAgentprovidedroadmapwithin 2minutesAgent askedappropriatequestions toprob clientfor detailsHeard Agentset aroadmap inintroductionto client callClient wascallingfrom WIAgentprovidedroadmapwithin 3minutesAgentestablishedrapportduring factfindingClientasked for afreeconsultationAgent builttrustduring factfindingAgent usedparaphrasingto showunderstandingAgentdemonstratedconcern forclient duringfact findingCaller washesitant toanswerquestionsAgentprovidedroadmapwithin 1minuteClientindicatedthey were'shoppingaround'Agent mirroreda phrase theclient gaveduring factfindingAgentreframedthe clientsissueClient askedto speak witha specificCSS AgentAgentbuilt trustin SterlingClient wascallingfrom ILAgentscheduledwith anAttorneyAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client askedto speak witha specificattorneyAgent made asupportingstatement toclient aboutSterling'sbenefitsClient rushedinto fact findingand detailsbefore roadmapwas set byagentClient hadan endlessamount ofobjectionsAgentprovidedroadmapwithin 2minutesAgent askedappropriatequestions toprob clientfor detailsHeard Agentset aroadmap inintroductionto client callClient wascallingfrom WIAgentprovidedroadmapwithin 3minutesAgentestablishedrapportduring factfindingClientasked for afreeconsultationAgent builttrustduring factfindingAgent usedparaphrasingto showunderstandingAgentdemonstratedconcern forclient duringfact findingCaller washesitant toanswerquestionsAgentprovidedroadmapwithin 1minuteClientindicatedthey were'shoppingaround'Agent mirroreda phrase theclient gaveduring factfindingAgentreframedthe clientsissueClient askedto speak witha specificCSS AgentAgentbuilt trustin SterlingClient wascallingfrom ILAgentscheduledwith anAttorneyAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client askedto speak witha specificattorneyAgent made asupportingstatement toclient aboutSterling'sbenefits

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