Made 25outboundcallsSent Ekiton MarketVolatilityScheduleda lead inDASSent ekiton FixedIncomeFree!RanRAReportHelpedwith arolloverRan HMCtool andsent RAreportWalked clientthrough how toopen anaccount,account is nowopenedHelped clientopen amanagedacctHave 3guidanceclicks forthe dayHave 2referralsSubmitteda TOAHad 2outboundcontactsHelpclient getfundsinvestedSent aleadthroughFireMade 25outboundcallsSent Ekiton MarketVolatilityScheduleda lead inDASSent ekiton FixedIncomeFree!RanRAReportHelpedwith arolloverRan HMCtool andsent RAreportWalked clientthrough how toopen anaccount,account is nowopenedHelped clientopen amanagedacctHave 3guidanceclicks forthe dayHave 2referralsSubmitteda TOAHad 2outboundcontactsHelpclient getfundsinvestedSent aleadthroughFire

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