Client askedto speak witha specificattorneyAgentprovidedroadmapwithin 3minutesAgentestablishedrapportduring factfindingClientindicatedthey were'shoppingaround'Agent made asupportingstatement toclient aboutSterling'sbenefitsAgentreframedthe clientsissueAgent askedappropriatequestions toprob clientfor detailsAgentbuilt trustin SterlingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Clientasked for afreeconsultationClient askedto speak witha specificCSS AgentClient wascallingfrom ILAgentprovidedroadmapwithin 2minutesAgent mirroreda phrase theclient gaveduring factfindingAgentprovidedroadmapwithin 1minuteHeard Agentset aroadmap inintroductionto client callAgentscheduledwith anAttorneyClient wascallingfrom WIClient hadan endlessamount ofobjectionsAgentdemonstratedconcern forclient duringfact findingAgent usedparaphrasingto showunderstandingCaller washesitant toanswerquestionsAgent builttrustduring factfindingClient rushedinto fact findingand detailsbefore roadmapwas set byagentClient askedto speak witha specificattorneyAgentprovidedroadmapwithin 3minutesAgentestablishedrapportduring factfindingClientindicatedthey were'shoppingaround'Agent made asupportingstatement toclient aboutSterling'sbenefitsAgentreframedthe clientsissueAgent askedappropriatequestions toprob clientfor detailsAgentbuilt trustin SterlingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Clientasked for afreeconsultationClient askedto speak witha specificCSS AgentClient wascallingfrom ILAgentprovidedroadmapwithin 2minutesAgent mirroreda phrase theclient gaveduring factfindingAgentprovidedroadmapwithin 1minuteHeard Agentset aroadmap inintroductionto client callAgentscheduledwith anAttorneyClient wascallingfrom WIClient hadan endlessamount ofobjectionsAgentdemonstratedconcern forclient duringfact findingAgent usedparaphrasingto showunderstandingCaller washesitant toanswerquestionsAgent builttrustduring factfindingClient rushedinto fact findingand detailsbefore roadmapwas set byagent

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