Agent builttrustduring factfindingClient askedto speak witha specificCSS AgentAgentdemonstratedconcern forclient duringfact findingAgentbuilt trustin SterlingAgent usedparaphrasingto showunderstandingClientasked for afreeconsultationAgent mirroreda phrase theclient gaveduring factfindingAgent askedappropriatequestions toprob clientfor detailsClient wascallingfrom WIClient hadan endlessamount ofobjectionsClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentestablishedrapportduring factfindingCaller washesitant toanswerquestionsAgentprovidedroadmapwithin 1minuteAgentreframedthe clientsissueAgent made asupportingstatement toclient aboutSterling'sbenefitsClient askedto speak witha specificattorneyAgentscheduledwith anAttorneyAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Heard Agentset aroadmap inintroductionto client callAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILAgentprovidedroadmapwithin 2minutesClientindicatedthey were'shoppingaround'Agent builttrustduring factfindingClient askedto speak witha specificCSS AgentAgentdemonstratedconcern forclient duringfact findingAgentbuilt trustin SterlingAgent usedparaphrasingto showunderstandingClientasked for afreeconsultationAgent mirroreda phrase theclient gaveduring factfindingAgent askedappropriatequestions toprob clientfor detailsClient wascallingfrom WIClient hadan endlessamount ofobjectionsClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentestablishedrapportduring factfindingCaller washesitant toanswerquestionsAgentprovidedroadmapwithin 1minuteAgentreframedthe clientsissueAgent made asupportingstatement toclient aboutSterling'sbenefitsClient askedto speak witha specificattorneyAgentscheduledwith anAttorneyAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Heard Agentset aroadmap inintroductionto client callAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILAgentprovidedroadmapwithin 2minutesClientindicatedthey were'shoppingaround'

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