Agentdemonstratedconcern forclient duringfact findingAgentreframedthe clientsissueAgent usedparaphrasingto showunderstandingAgent builttrustduring factfindingCaller washesitant toanswerquestionsClient wascallingfrom ILAgentbuilt trustin SterlingClientindicatedthey were'shoppingaround'Agentprovidedroadmapwithin 3minutesAgentscheduledwith anAttorneyClient rushedinto fact findingand detailsbefore roadmapwas set byagentClient wascallingfrom WIClient askedto speak witha specificCSS AgentAgent askedappropriatequestions toprob clientfor detailsAgentprovidedroadmapwithin 1minuteAgent made asupportingstatement toclient aboutSterling'sbenefitsClient hadan endlessamount ofobjectionsAgentestablishedrapportduring factfindingHeard Agentset aroadmap inintroductionto client callClient askedto speak witha specificattorneyClientasked for afreeconsultationAgentprovidedroadmapwithin 2minutesAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agent mirroreda phrase theclient gaveduring factfindingAgentdemonstratedconcern forclient duringfact findingAgentreframedthe clientsissueAgent usedparaphrasingto showunderstandingAgent builttrustduring factfindingCaller washesitant toanswerquestionsClient wascallingfrom ILAgentbuilt trustin SterlingClientindicatedthey were'shoppingaround'Agentprovidedroadmapwithin 3minutesAgentscheduledwith anAttorneyClient rushedinto fact findingand detailsbefore roadmapwas set byagentClient wascallingfrom WIClient askedto speak witha specificCSS AgentAgent askedappropriatequestions toprob clientfor detailsAgentprovidedroadmapwithin 1minuteAgent made asupportingstatement toclient aboutSterling'sbenefitsClient hadan endlessamount ofobjectionsAgentestablishedrapportduring factfindingHeard Agentset aroadmap inintroductionto client callClient askedto speak witha specificattorneyClientasked for afreeconsultationAgentprovidedroadmapwithin 2minutesAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agent mirroreda phrase theclient gaveduring factfinding

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