Clientindicatedthey were'shoppingaround'Agent made asupportingstatement toclient aboutSterling'sbenefitsClient wascallingfrom WIClientasked for afreeconsultationAgent builttrustduring factfindingAgent mirroreda phrase theclient gaveduring factfindingHeard Agentset aroadmap inintroductionto client callAgentprovidedroadmapwithin 2minutesAgentestablishedrapportduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client rushedinto fact findingand detailsbefore roadmapwas set byagentAgentbuilt trustin SterlingClient askedto speak witha specificattorneyAgent askedappropriatequestions toprob clientfor detailsAgentdemonstratedconcern forclient duringfact findingAgentscheduledwith anAttorneyAgent usedparaphrasingto showunderstandingClient hadan endlessamount ofobjectionsAgentreframedthe clientsissueAgentprovidedroadmapwithin 3minutesClient askedto speak witha specificCSS AgentAgentprovidedroadmapwithin 1minuteCaller washesitant toanswerquestionsClient wascallingfrom ILClientindicatedthey were'shoppingaround'Agent made asupportingstatement toclient aboutSterling'sbenefitsClient wascallingfrom WIClientasked for afreeconsultationAgent builttrustduring factfindingAgent mirroreda phrase theclient gaveduring factfindingHeard Agentset aroadmap inintroductionto client callAgentprovidedroadmapwithin 2minutesAgentestablishedrapportduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client rushedinto fact findingand detailsbefore roadmapwas set byagentAgentbuilt trustin SterlingClient askedto speak witha specificattorneyAgent askedappropriatequestions toprob clientfor detailsAgentdemonstratedconcern forclient duringfact findingAgentscheduledwith anAttorneyAgent usedparaphrasingto showunderstandingClient hadan endlessamount ofobjectionsAgentreframedthe clientsissueAgentprovidedroadmapwithin 3minutesClient askedto speak witha specificCSS AgentAgentprovidedroadmapwithin 1minuteCaller washesitant toanswerquestionsClient wascallingfrom IL

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