Client rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 3minutesAgent askedappropriatequestions toprob clientfor detailsAgentprovidedroadmapwithin 2minutesAgentreframedthe clientsissueAgentestablishedrapportduring factfindingAgentscheduledwith anAttorneyAgent builttrustduring factfindingCaller washesitant toanswerquestionsAgent mirroreda phrase theclient gaveduring factfindingClient wascallingfrom WIHeard Agentset aroadmap inintroductionto client callAgentbuilt trustin SterlingAgentprovidedroadmapwithin 1minuteAgentdemonstratedconcern forclient duringfact findingClient hadan endlessamount ofobjectionsAgent usedparaphrasingto showunderstandingClientindicatedthey were'shoppingaround'Client askedto speak witha specificattorneyClient askedto speak witha specificCSS AgentClientasked for afreeconsultationAgent made asupportingstatement toclient aboutSterling'sbenefitsClient wascallingfrom ILAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 3minutesAgent askedappropriatequestions toprob clientfor detailsAgentprovidedroadmapwithin 2minutesAgentreframedthe clientsissueAgentestablishedrapportduring factfindingAgentscheduledwith anAttorneyAgent builttrustduring factfindingCaller washesitant toanswerquestionsAgent mirroreda phrase theclient gaveduring factfindingClient wascallingfrom WIHeard Agentset aroadmap inintroductionto client callAgentbuilt trustin SterlingAgentprovidedroadmapwithin 1minuteAgentdemonstratedconcern forclient duringfact findingClient hadan endlessamount ofobjectionsAgent usedparaphrasingto showunderstandingClientindicatedthey were'shoppingaround'Client askedto speak witha specificattorneyClient askedto speak witha specificCSS AgentClientasked for afreeconsultationAgent made asupportingstatement toclient aboutSterling'sbenefitsClient wascallingfrom ILAgent 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. Client rushed into fact finding and details before roadmap was set by agent
  2. Agent provided roadmap within 3 minutes
  3. Agent asked appropriate questions to prob client for details
  4. Agent provided roadmap within 2 minutes
  5. Agent reframed the clients issue
  6. Agent established rapport during fact finding
  7. Agent scheduled with an Attorney
  8. Agent built trust during fact finding
  9. Caller was hesitant to answer questions
  10. Agent mirrored a phrase the client gave during fact finding
  11. Client was calling from WI
  12. Heard Agent set a roadmap in introduction to client call
  13. Agent built trust in Sterling
  14. Agent provided roadmap within 1 minute
  15. Agent demonstrated concern for client during fact finding
  16. Client had an endless amount of objections
  17. Agent used paraphrasing to show understanding
  18. Client indicated they were 'shopping around'
  19. Client asked to speak with a specific attorney
  20. Client asked to speak with a specific CSS Agent
  21. Client asked for a free consultation
  22. Agent made a supporting statement to client about Sterling's benefits
  23. Client was calling from IL
  24. Agent used verbal affirmations like 'I see', 'I know', 'Sure', or 'I understand'