Scheduleda lead inDASHelpclient getfundsinvestedHelped clientopen amanagedacctSent ekiton FixedIncomeSubmitteda TOARan HMCtool andsent RAreportHelpedwith arolloverFree!RanRAReportSent Ekiton MarketVolatilityWalked clientthrough how toopen anaccount,account is nowopenedMade 25outboundcallsHave 2referralsSent aleadthroughFireHad 2outboundcontactsHave 3guidanceclicks forthe dayScheduleda lead inDASHelpclient getfundsinvestedHelped clientopen amanagedacctSent ekiton FixedIncomeSubmitteda TOARan HMCtool andsent RAreportHelpedwith arolloverFree!RanRAReportSent Ekiton MarketVolatilityWalked clientthrough how toopen anaccount,account is nowopenedMade 25outboundcallsHave 2referralsSent aleadthroughFireHad 2outboundcontactsHave 3guidanceclicks forthe day

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