Sent emailcampaignto over 50peopleHostedgroupwebinarSent a quoteor apprequest tothe InboundTeamGot areferralfrom an FAor BOAMade 20total callsfor thedayAdd newTarget FA toset inSmartOfficeUpsold aquote oran appSent aquoterequest toeNoahUsed avaluestatementon a callMade afollow-up callAddedpersonal infoto an FA'sSmartOfficepageExplainedwhat"endow"meansUpsolda quoteor appCreatedopportunityinSmartOfficeAttendedpod calloncameraApp assistfor caseover $5kin targetMade afollow-up callMade afollow-up callAttendedteammeeting oncameraMade aproactivecallMade aproactivecallCompletedAnnualComplianceTrainingUpsold aquote oran appExplainedthat we areConcourseand notProtectiveSent emailcampaignto over 50peopleHostedgroupwebinarSent a quoteor apprequest tothe InboundTeamGot areferralfrom an FAor BOAMade 20total callsfor thedayAdd newTarget FA toset inSmartOfficeUpsold aquote oran appSent aquoterequest toeNoahUsed avaluestatementon a callMade afollow-up callAddedpersonal infoto an FA'sSmartOfficepageExplainedwhat"endow"meansUpsolda quoteor appCreatedopportunityinSmartOfficeAttendedpod calloncameraApp assistfor caseover $5kin targetMade afollow-up callMade afollow-up callAttendedteammeeting oncameraMade aproactivecallMade aproactivecallCompletedAnnualComplianceTrainingUpsold aquote oran appExplainedthat we areConcourseand notProtective

October Bingo - 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. Sent email campaign to over 50 people
  2. Hosted group webinar
  3. Sent a quote or app request to the Inbound Team
  4. Got a referral from an FA or BOA
  5. Made 20 total calls for the day
  6. Add new Target FA to set in SmartOffice
  7. Upsold a quote or an app
  8. Sent a quote request to eNoah
  9. Used a value statement on a call
  10. Made a follow-up call
  11. Added personal info to an FA's SmartOffice page
  12. Explained what "endow" means
  13. Upsold a quote or app
  14. Created opportunity in SmartOffice
  15. Attended pod call on camera
  16. App assist for case over $5k in target
  17. Made a follow-up call
  18. Made a follow-up call
  19. Attended team meeting on camera
  20. Made a proactive call
  21. Made a proactive call
  22. Completed Annual Compliance Training
  23. Upsold a quote or an app
  24. Explained that we are Concourse and not Protective