Client hadan endlessamount ofobjectionsAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentbuilt trustin SterlingAgentprovidedroadmapwithin 2minutesClient askedto speak witha specificCSS AgentAgentscheduledwith anAttorneyAgentprovidedroadmapwithin 3minutesAgentprovidedroadmapwithin 1minuteClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentreframedthe clientsissueClient askedto speak witha specificattorneyClient wascallingfrom ILAgent mirroreda phrase theclient gaveduring factfindingClientindicatedthey were'shoppingaround'Agent builttrustduring factfindingCaller washesitant toanswerquestionsAgent askedappropriatequestions toprob clientfor detailsClientasked for afreeconsultationAgent usedparaphrasingto showunderstandingClient wascallingfrom WIAgentestablishedrapportduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agentdemonstratedconcern forclient duringfact findingHeard Agentset aroadmap inintroductionto client callClient hadan endlessamount ofobjectionsAgent made asupportingstatement toclient aboutSterling'sbenefitsAgentbuilt trustin SterlingAgentprovidedroadmapwithin 2minutesClient askedto speak witha specificCSS AgentAgentscheduledwith anAttorneyAgentprovidedroadmapwithin 3minutesAgentprovidedroadmapwithin 1minuteClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgentreframedthe clientsissueClient askedto speak witha specificattorneyClient wascallingfrom ILAgent mirroreda phrase theclient gaveduring factfindingClientindicatedthey were'shoppingaround'Agent builttrustduring factfindingCaller washesitant toanswerquestionsAgent askedappropriatequestions toprob clientfor detailsClientasked for afreeconsultationAgent usedparaphrasingto showunderstandingClient wascallingfrom WIAgentestablishedrapportduring factfindingAgent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Agentdemonstratedconcern forclient duringfact findingHeard Agentset aroadmap inintroductionto client call

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