Agent made asupportingstatement toclient aboutSterling'sbenefitsHeard Agentset aroadmap inintroductionto client callAgentbuilt trustin SterlingClientindicatedthey were'shoppingaround'Agent builttrustduring factfindingAgentscheduledwith anAttorneyClient wascallingfrom WIAgentestablishedrapportduring factfindingAgentprovidedroadmapwithin 1minuteClient askedto speak witha specificattorneyAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agent askedappropriatequestions toprob clientfor detailsClient askedto speak witha specificCSS AgentAgentdemonstratedconcern forclient duringfact findingClient hadan endlessamount ofobjectionsCaller washesitant toanswerquestionsClientasked for afreeconsultationAgent usedparaphrasingto showunderstandingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 3minutesAgent mirroreda phrase theclient gaveduring factfindingAgentreframedthe clientsissueClient wascallingfrom ILAgentprovidedroadmapwithin 2minutesAgent made asupportingstatement toclient aboutSterling'sbenefitsHeard Agentset aroadmap inintroductionto client callAgentbuilt trustin SterlingClientindicatedthey were'shoppingaround'Agent builttrustduring factfindingAgentscheduledwith anAttorneyClient wascallingfrom WIAgentestablishedrapportduring factfindingAgentprovidedroadmapwithin 1minuteClient askedto speak witha specificattorneyAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agent askedappropriatequestions toprob clientfor detailsClient askedto speak witha specificCSS AgentAgentdemonstratedconcern forclient duringfact findingClient hadan endlessamount ofobjectionsCaller washesitant toanswerquestionsClientasked for afreeconsultationAgent usedparaphrasingto showunderstandingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 3minutesAgent mirroreda phrase theclient gaveduring factfindingAgentreframedthe clientsissueClient wascallingfrom ILAgentprovidedroadmapwithin 2minutes

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