take 30inboundcallsfree!rollover toempower401kuncoveroutsideassetsmake 20outboundcallstake 20inboundask 5 openendedquestionsin a calltake 20inboundcallssendform topptmake 30outboundcallscashoutOpenPremierIRAOpenpremierIRAset anappointmentfor retirementgoaldiscussionfind out PPT'sfirst postretirementplan/celebrationhave 20minuteconversationspeakwith PPTspouse onlineask 3 openendedquestionsin 1 callSIPintroduce todistributionsadviceSIPrefer totaxadvisorrollover toexistingIRAopenbrokerageIRAtake 30inboundcallsfree!rollover toempower401kuncoveroutsideassetsmake 20outboundcallstake 20inboundask 5 openendedquestionsin a calltake 20inboundcallssendform topptmake 30outboundcallscashoutOpenPremierIRAOpenpremierIRAset anappointmentfor retirementgoaldiscussionfind out PPT'sfirst postretirementplan/celebrationhave 20minuteconversationspeakwith PPTspouse onlineask 3 openendedquestionsin 1 callSIPintroduce todistributionsadviceSIPrefer totaxadvisorrollover toexistingIRAopenbrokerageIRA

sales shet - 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. take 30 inbound calls
  2. free!
  3. rollover to empower 401k
  4. uncover outside assets
  5. make 20 outbound calls
  6. take 20 inbound
  7. ask 5 open ended questions in a call
  8. take 20 inbound calls
  9. send form to ppt
  10. make 30 outbound calls
  11. cash out
  12. Open Premier IRA
  13. Open premier IRA
  14. set an appointment for retirement goal discussion
  15. find out PPT's first post retirement plan/celebration
  16. have 20 minute conversation
  17. speak with PPT spouse on line
  18. ask 3 open ended questions in 1 call
  19. SIP
  20. introduce to distributions advice
  21. SIP
  22. refer to tax advisor
  23. rollover to existing IRA
  24. open brokerage IRA