Clientindicatedthey were'shoppingaround'Agentbuilt trustin SterlingAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentprovidedroadmapwithin 2minutesAgentprovidedroadmapwithin 1minuteAgentdemonstratedconcern forclient duringfact findingAgentreframedthe clientsissueHeard Agentset aroadmap inintroductionto client callAgentprovidedroadmapwithin 3minutesAgentestablishedrapportduring factfindingClient rushedinto fact findingand detailsbefore roadmapwas set byagentClientasked for afreeconsultationAgentscheduledwith anAttorneyClient wascallingfrom ILClient hadan endlessamount ofobjectionsClient askedto speak witha specificattorneyAgent builttrustduring factfindingClient askedto speak witha specificCSS AgentAgent mirroreda phrase theclient gaveduring factfindingAgent askedappropriatequestions toprob clientfor detailsClient wascallingfrom WIAgent usedparaphrasingto showunderstandingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Caller washesitant toanswerquestionsClientindicatedthey were'shoppingaround'Agentbuilt trustin SterlingAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentprovidedroadmapwithin 2minutesAgentprovidedroadmapwithin 1minuteAgentdemonstratedconcern forclient duringfact findingAgentreframedthe clientsissueHeard Agentset aroadmap inintroductionto client callAgentprovidedroadmapwithin 3minutesAgentestablishedrapportduring factfindingClient rushedinto fact findingand detailsbefore roadmapwas set byagentClientasked for afreeconsultationAgentscheduledwith anAttorneyClient wascallingfrom ILClient hadan endlessamount ofobjectionsClient askedto speak witha specificattorneyAgent builttrustduring factfindingClient askedto speak witha specificCSS AgentAgent mirroreda phrase theclient gaveduring factfindingAgent askedappropriatequestions toprob clientfor detailsClient wascallingfrom WIAgent usedparaphrasingto showunderstandingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Caller washesitant toanswerquestions

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