Submitteda TOAWalked clientthrough how toopen anaccount,account is nowopenedHelped clientopen amanagedacctHelpedwith arolloverHad 2outboundcontactsSent ekiton FixedIncomeSent aleadthroughFireFree!Have 3guidanceclicks forthe dayHelpclient getfundsinvestedRan HMCtool andsent RAreportRanRAReportHave 2referralsScheduleda lead inDASSent Ekiton MarketVolatilityMade 25outboundcallsSubmitteda TOAWalked clientthrough how toopen anaccount,account is nowopenedHelped clientopen amanagedacctHelpedwith arolloverHad 2outboundcontactsSent ekiton FixedIncomeSent aleadthroughFireFree!Have 3guidanceclicks forthe dayHelpclient getfundsinvestedRan HMCtool andsent RAreportRanRAReportHave 2referralsScheduleda lead inDASSent Ekiton MarketVolatilityMade 25outboundcalls

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