Agentreframedthe clientsissueClientasked for afreeconsultationHeard Agentset aroadmap inintroductionto client callClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgent made asupportingstatement toclient aboutSterling'sbenefitsAgent mirroreda phrase theclient gaveduring factfindingClient wascallingfrom WIClient askedto speak witha specificattorneyAgentscheduledwith anAttorneyAgent builttrustduring factfindingAgent askedappropriatequestions toprob clientfor detailsAgentprovidedroadmapwithin 2minutesClient askedto speak witha specificCSS AgentAgentprovidedroadmapwithin 3minutesAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client wascallingfrom ILCaller washesitant toanswerquestionsAgentdemonstratedconcern forclient duringfact findingAgentbuilt trustin SterlingAgentprovidedroadmapwithin 1minuteAgentestablishedrapportduring factfindingClientindicatedthey were'shoppingaround'Agent usedparaphrasingto showunderstandingClient hadan endlessamount ofobjectionsAgentreframedthe clientsissueClientasked for afreeconsultationHeard Agentset aroadmap inintroductionto client callClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgent made asupportingstatement toclient aboutSterling'sbenefitsAgent mirroreda phrase theclient gaveduring factfindingClient wascallingfrom WIClient askedto speak witha specificattorneyAgentscheduledwith anAttorneyAgent builttrustduring factfindingAgent askedappropriatequestions toprob clientfor detailsAgentprovidedroadmapwithin 2minutesClient askedto speak witha specificCSS AgentAgentprovidedroadmapwithin 3minutesAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client wascallingfrom ILCaller washesitant toanswerquestionsAgentdemonstratedconcern forclient duringfact findingAgentbuilt trustin SterlingAgentprovidedroadmapwithin 1minuteAgentestablishedrapportduring factfindingClientindicatedthey were'shoppingaround'Agent usedparaphrasingto showunderstandingClient hadan endlessamount ofobjections

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