Agent usedparaphrasingto showunderstandingAgent made asupportingstatement toclient aboutSterling'sbenefitsClient rushedinto fact findingand detailsbefore roadmapwas set byagentClient askedto speak witha specificattorneyAgentdemonstratedconcern forclient duringfact findingAgentprovidedroadmapwithin 1minuteClient hadan endlessamount ofobjectionsAgentprovidedroadmapwithin 2minutesAgentprovidedroadmapwithin 3minutesAgentscheduledwith anAttorneyClient askedto speak witha specificCSS AgentAgentestablishedrapportduring factfindingCaller washesitant toanswerquestionsAgent askedappropriatequestions toprob clientfor detailsClientindicatedthey were'shoppingaround'Agent builttrustduring factfindingClient wascallingfrom ILAgentreframedthe clientsissueAgentbuilt trustin SterlingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client wascallingfrom WIClientasked for afreeconsultationHeard Agentset aroadmap inintroductionto client callAgent mirroreda phrase theclient gaveduring factfindingAgent usedparaphrasingto showunderstandingAgent made asupportingstatement toclient aboutSterling'sbenefitsClient rushedinto fact findingand detailsbefore roadmapwas set byagentClient askedto speak witha specificattorneyAgentdemonstratedconcern forclient duringfact findingAgentprovidedroadmapwithin 1minuteClient hadan endlessamount ofobjectionsAgentprovidedroadmapwithin 2minutesAgentprovidedroadmapwithin 3minutesAgentscheduledwith anAttorneyClient askedto speak witha specificCSS AgentAgentestablishedrapportduring factfindingCaller washesitant toanswerquestionsAgent askedappropriatequestions toprob clientfor detailsClientindicatedthey were'shoppingaround'Agent builttrustduring factfindingClient wascallingfrom ILAgentreframedthe clientsissueAgentbuilt trustin SterlingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Client wascallingfrom WIClientasked for afreeconsultationHeard Agentset aroadmap inintroductionto client callAgent 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.


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