Helpedwith arolloverWalked clientthrough how toopen anaccount,account is nowopenedHad 2outboundcontactsRan HMCtool andsent RAreportSent Ekiton MarketVolatilityRanRAReportSent aleadthroughFireHave 3guidanceclicks forthe dayMade 25outboundcallsHelpclient getfundsinvestedSubmitteda TOAHelped clientopen amanagedacctScheduleda lead inDASFree!Have 2referralsSent ekiton FixedIncomeHelpedwith arolloverWalked clientthrough how toopen anaccount,account is nowopenedHad 2outboundcontactsRan HMCtool andsent RAreportSent Ekiton MarketVolatilityRanRAReportSent aleadthroughFireHave 3guidanceclicks forthe dayMade 25outboundcallsHelpclient getfundsinvestedSubmitteda TOAHelped clientopen amanagedacctScheduleda lead inDASFree!Have 2referralsSent ekiton FixedIncome

ISR Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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
N
2
I
3
G
4
N
5
G
6
B
7
I
8
G
9
B
10
N
11
I
12
B
13
B
14
N
15
G
16
I
  1. N-Helped with a rollover
  2. I-Walked client through how to open an account, account is now opened
  3. G-Had 2 outbound contacts
  4. N-Ran HMC tool and sent RA report
  5. G-Sent Ekit on Market Volatility
  6. B-Ran RA Report
  7. I-Sent a lead through Fire
  8. G-Have 3 guidance clicks for the day
  9. B-Made 25 outbound calls
  10. N-Help client get funds invested
  11. I-Submitted a TOA
  12. B-Helped client open a managed acct
  13. B-Scheduled a lead in DAS
  14. N-Free!
  15. G-Have 2 referrals
  16. I-Sent ekit on Fixed Income