Submitteda TOAHelpclient getfundsinvestedHelpedwith arolloverRanRAReportHelped clientopen amanagedacctFree!Have 2referralsSent Ekiton MarketVolatilityMade 25outboundcallsHave 3guidanceclicks forthe dayWalked clientthrough how toopen anaccount,account is nowopenedScheduleda lead inDASSent ekiton FixedIncomeRan HMCtool andsent RAreportSent aleadthroughFireHad 2outboundcontactsSubmitteda TOAHelpclient getfundsinvestedHelpedwith arolloverRanRAReportHelped clientopen amanagedacctFree!Have 2referralsSent Ekiton MarketVolatilityMade 25outboundcallsHave 3guidanceclicks forthe dayWalked clientthrough how toopen anaccount,account is nowopenedScheduleda lead inDASSent ekiton FixedIncomeRan HMCtool andsent RAreportSent aleadthroughFireHad 2outboundcontacts

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