make 20outboundcallsOpenpremierIRArollover toempower401krollover toexistingIRAcashoutopenbrokerageIRAhave 20minuteconversationset anappointmentfor retirementgoaldiscussionsendform topptrefer totaxadvisorintroduce todistributionsadviceask 5 openendedquestionsin a callask 3 openendedquestionsin 1 callSIPSIPOpenPremierIRAtake 20inboundcallsfind out PPT'sfirst postretirementplan/celebrationfree!speakwith PPTspouse onlinemake 30outboundcallsuncoveroutsideassetstake 30inboundcallstake 20inboundmake 20outboundcallsOpenpremierIRArollover toempower401krollover toexistingIRAcashoutopenbrokerageIRAhave 20minuteconversationset anappointmentfor retirementgoaldiscussionsendform topptrefer totaxadvisorintroduce todistributionsadviceask 5 openendedquestionsin a callask 3 openendedquestionsin 1 callSIPSIPOpenPremierIRAtake 20inboundcallsfind out PPT'sfirst postretirementplan/celebrationfree!speakwith PPTspouse onlinemake 30outboundcallsuncoveroutsideassetstake 30inboundcallstake 20inbound

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.


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