Agentprovidedroadmapwithin 2minutesAgentbuilt trustin SterlingAgentprovidedroadmapwithin 3minutesHeard Agentset aroadmap inintroductionto client callCaller washesitant toanswerquestionsAgent askedappropriatequestions toprob clientfor detailsClientasked for afreeconsultationAgentdemonstratedconcern forclient duringfact findingAgentreframedthe clientsissueClient askedto speak witha specificattorneyClient wascallingfrom ILClient wascallingfrom WIAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agent builttrustduring factfindingClientindicatedthey were'shoppingaround'Agentscheduledwith anAttorneyClient askedto speak witha specificCSS AgentClient hadan endlessamount ofobjectionsClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 1minuteAgent usedparaphrasingto showunderstandingAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentestablishedrapportduring factfindingAgent mirroreda phrase theclient gaveduring factfindingAgentprovidedroadmapwithin 2minutesAgentbuilt trustin SterlingAgentprovidedroadmapwithin 3minutesHeard Agentset aroadmap inintroductionto client callCaller washesitant toanswerquestionsAgent askedappropriatequestions toprob clientfor detailsClientasked for afreeconsultationAgentdemonstratedconcern forclient duringfact findingAgentreframedthe clientsissueClient askedto speak witha specificattorneyClient wascallingfrom ILClient wascallingfrom WIAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agent builttrustduring factfindingClientindicatedthey were'shoppingaround'Agentscheduledwith anAttorneyClient askedto speak witha specificCSS AgentClient hadan endlessamount ofobjectionsClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentprovidedroadmapwithin 1minuteAgent usedparaphrasingto showunderstandingAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentestablishedrapportduring factfindingAgent 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 provided roadmap within 2 minutes
  2. Agent built trust in Sterling
  3. Agent provided roadmap within 3 minutes
  4. Heard Agent set a roadmap in introduction to client call
  5. Caller was hesitant to answer questions
  6. Agent asked appropriate questions to prob client for details
  7. Client asked for a free consultation
  8. Agent demonstrated concern for client during fact finding
  9. Agent reframed the clients issue
  10. Client asked to speak with a specific attorney
  11. Client was calling from IL
  12. Client was calling from WI
  13. Agent used verbal affirmations like 'I see', 'I know', 'Sure', or 'I understand'
  14. Agent built trust during fact finding
  15. Client indicated they were 'shopping around'
  16. Agent scheduled with an Attorney
  17. Client asked to speak with a specific CSS Agent
  18. Client had an endless amount of objections
  19. Client rushed into fact finding and details before roadmap was set by agent
  20. Agent provided roadmap within 1 minute
  21. Agent used paraphrasing to show understanding
  22. Agent made a supporting statement to client about Sterling's benefits
  23. Agent established rapport during fact finding
  24. Agent mirrored a phrase the client gave during fact finding