Sent Ekiton MarketVolatilityHelpedwith arolloverScheduleda lead inDASFree!Sent aleadthroughFireHelped clientopen amanagedacctHelpclient getfundsinvestedSent ekiton FixedIncomeRanRAReportWalked clientthrough how toopen anaccount,account is nowopenedRan HMCtool andsent RAreportHave 2referralsMade 25outboundcallsSubmitteda TOAHave 3guidanceclicks forthe dayHad 2outboundcontactsSent Ekiton MarketVolatilityHelpedwith arolloverScheduleda lead inDASFree!Sent aleadthroughFireHelped clientopen amanagedacctHelpclient getfundsinvestedSent ekiton FixedIncomeRanRAReportWalked clientthrough how toopen anaccount,account is nowopenedRan HMCtool andsent RAreportHave 2referralsMade 25outboundcallsSubmitteda TOAHave 3guidanceclicks forthe dayHad 2outboundcontacts

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