Agentreframedthe clientsissueAgent used 2 ormore Sterlinguniques inbuildingassuranceAgentestablishedrapportduring factfindingAgent builttrustduring factfindingAgentscheduleddate/time to getpayment lateror follow uplaterAgent askedappropriatequestions toprob clientfor detailsClient wascallingfrom WIHeard Agentset aroadmap inintroductionto client callAgent Assumedthe sale andasked for creditcard to bookapptClient hadat leastoneobjectionAgentdemonstratedconcern forclient duringfact findingPC wasindecisiveand didn'tclose sale(yet)Agentscheduledwith anAttorneyAgent tiedback towhat PCwas sayingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgent mirroreda phrase theclient gaveduring factfindingClient wascallingfrom ILAgentassured PCwe are thesolutionAgent usedparaphrasingto showunderstandingCaller washesitant toanswerquestionsClientindicatedthey were'shoppingaround'Agent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Clientasked for afreeconsultationAgent setthe PC atease atleast onceAgentreframedthe clientsissueAgent used 2 ormore Sterlinguniques inbuildingassuranceAgentestablishedrapportduring factfindingAgent builttrustduring factfindingAgentscheduleddate/time to getpayment lateror follow uplaterAgent askedappropriatequestions toprob clientfor detailsClient wascallingfrom WIHeard Agentset aroadmap inintroductionto client callAgent Assumedthe sale andasked for creditcard to bookapptClient hadat leastoneobjectionAgentdemonstratedconcern forclient duringfact findingPC wasindecisiveand didn'tclose sale(yet)Agentscheduledwith anAttorneyAgent tiedback towhat PCwas sayingClient rushedinto fact findingand detailsbefore roadmapwas set byagentAgent mirroreda phrase theclient gaveduring factfindingClient wascallingfrom ILAgentassured PCwe are thesolutionAgent usedparaphrasingto showunderstandingCaller washesitant toanswerquestionsClientindicatedthey were'shoppingaround'Agent usedverbalaffirmations like'I see', 'I know','Sure', or 'Iunderstand'Clientasked for afreeconsultationAgent setthe PC atease atleast once

Four Boxes: Close (Assume the Sale) - 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 used 2 or more Sterling uniques in building assurance
  3. Agent established rapport during fact finding
  4. Agent built trust during fact finding
  5. Agent scheduled date/time to get payment later or follow up later
  6. Agent asked appropriate questions to prob client for details
  7. Client was calling from WI
  8. Heard Agent set a roadmap in introduction to client call
  9. Agent Assumed the sale and asked for credit card to book appt
  10. Client had at least one objection
  11. Agent demonstrated concern for client during fact finding
  12. PC was indecisive and didn't close sale (yet)
  13. Agent scheduled with an Attorney
  14. Agent tied back to what PC was saying
  15. Client rushed into fact finding and details before roadmap was set by agent
  16. Agent mirrored a phrase the client gave during fact finding
  17. Client was calling from IL
  18. Agent assured PC we are the solution
  19. Agent used paraphrasing to show understanding
  20. Caller was hesitant to answer questions
  21. Client indicated they were 'shopping around'
  22. Agent used verbal affirmations like 'I see', 'I know', 'Sure', or 'I understand'
  23. Client asked for a free consultation
  24. Agent set the PC at ease at least once