Have 3guidanceclicks forthe dayScheduleda lead inDASSent Ekiton MarketVolatilityHave 2referralsMade 25outboundcallsHelpedwith arolloverRanRAReportHelped clientopen amanagedacctHad 2outboundcontactsSent ekiton FixedIncomeHelpclient getfundsinvestedSubmitteda TOAFree!Ran HMCtool andsent RAreportWalked clientthrough how toopen anaccount,account is nowopenedSent aleadthroughFireHave 3guidanceclicks forthe dayScheduleda lead inDASSent Ekiton MarketVolatilityHave 2referralsMade 25outboundcallsHelpedwith arolloverRanRAReportHelped clientopen amanagedacctHad 2outboundcontactsSent ekiton FixedIncomeHelpclient getfundsinvestedSubmitteda TOAFree!Ran HMCtool andsent RAreportWalked clientthrough how toopen anaccount,account is nowopenedSent 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
G
2
B
3
G
4
G
5
B
6
N
7
B
8
B
9
G
10
I
11
N
12
I
13
N
14
N
15
I
16
I
  1. G-Have 3 guidance clicks for the day
  2. B-Scheduled a lead in DAS
  3. G-Sent Ekit on Market Volatility
  4. G-Have 2 referrals
  5. B-Made 25 outbound calls
  6. N-Helped with a rollover
  7. B-Ran RA Report
  8. B-Helped client open a managed acct
  9. G-Had 2 outbound contacts
  10. I-Sent ekit on Fixed Income
  11. N-Help client get funds invested
  12. I-Submitted a TOA
  13. N-Free!
  14. N-Ran HMC tool and sent RA report
  15. I-Walked client through how to open an account, account is now opened
  16. I-Sent a lead through Fire