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