Agentreframedthe clientsissueAgentprovidedroadmapwithin 2minutesAgent builttrustduring factfindingAgent askedappropriatequestions toprob clientfor detailsAgentestablishedrapportduring factfindingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentscheduledwith anAttorneyHeard Agentset aroadmap inintroductionto client callAgentdemonstratedconcern forclient duringfact findingAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILClient askedto speak witha specificCSS AgentAgent usedparaphrasingto showunderstandingCaller washesitant toanswerquestionsAgent made asupportingstatement toclient aboutSterling'sbenefitsClient wascallingfrom WIAgentprovidedroadmapwithin 1minuteClient hadan endlessamount ofobjectionsAgentbuilt trustin SterlingClientindicatedthey were'shoppingaround'Client askedto speak witha specificattorneyClientasked for afreeconsultationAgent mirroreda phrase theclient gaveduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agentreframedthe clientsissueAgentprovidedroadmapwithin 2minutesAgent builttrustduring factfindingAgent askedappropriatequestions toprob clientfor detailsAgentestablishedrapportduring factfindingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentscheduledwith anAttorneyHeard Agentset aroadmap inintroductionto client callAgentdemonstratedconcern forclient duringfact findingAgentprovidedroadmapwithin 3minutesClient wascallingfrom ILClient askedto speak witha specificCSS AgentAgent usedparaphrasingto showunderstandingCaller washesitant toanswerquestionsAgent made asupportingstatement toclient aboutSterling'sbenefitsClient wascallingfrom WIAgentprovidedroadmapwithin 1minuteClient hadan endlessamount ofobjectionsAgentbuilt trustin SterlingClientindicatedthey were'shoppingaround'Client askedto speak witha specificattorneyClientasked for afreeconsultationAgent mirroreda phrase theclient gaveduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'

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