Agent made asupportingstatement toclient aboutSterling'sbenefitsClientasked for afreeconsultationAgentbuilt trustin SterlingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgent usedparaphrasingto showunderstandingClientindicatedthey were'shoppingaround'Agentprovidedroadmapwithin 3minutesAgent mirroreda phrase theclient gaveduring factfindingHeard Agentset aroadmap inintroductionto client callAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client wascallingfrom WICaller washesitant toanswerquestionsClient askedto speak witha specificattorneyAgentestablishedrapportduring factfindingAgentscheduledwith anAttorneyAgentdemonstratedconcern forclient duringfact findingAgent builttrustduring factfindingClient askedto speak witha specificCSS AgentAgentprovidedroadmapwithin 2minutesClient hadan endlessamount ofobjectionsClient wascallingfrom ILAgentprovidedroadmapwithin 1minuteAgent askedappropriatequestions toprob clientfor detailsAgentreframedthe clientsissueAgent made asupportingstatement toclient aboutSterling'sbenefitsClientasked for afreeconsultationAgentbuilt trustin SterlingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgent usedparaphrasingto showunderstandingClientindicatedthey were'shoppingaround'Agentprovidedroadmapwithin 3minutesAgent mirroreda phrase theclient gaveduring factfindingHeard Agentset aroadmap inintroductionto client callAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client wascallingfrom WICaller washesitant toanswerquestionsClient askedto speak witha specificattorneyAgentestablishedrapportduring factfindingAgentscheduledwith anAttorneyAgentdemonstratedconcern forclient duringfact findingAgent builttrustduring factfindingClient askedto speak witha specificCSS AgentAgentprovidedroadmapwithin 2minutesClient hadan endlessamount ofobjectionsClient wascallingfrom ILAgentprovidedroadmapwithin 1minuteAgent askedappropriatequestions toprob clientfor detailsAgentreframedthe clientsissue

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