Submitteda TOAHave 2referralsHad 2outboundcontactsMade 25outboundcallsHave 3guidanceclicks forthe daySent ekiton FixedIncomeFree!Scheduleda lead inDASWalked clientthrough how toopen anaccount,account is nowopenedHelped clientopen amanagedacctRanRAReportHelpedwith arolloverSent aleadthroughFireSent Ekiton MarketVolatilityRan HMCtool andsent RAreportHelpclient getfundsinvestedSubmitteda TOAHave 2referralsHad 2outboundcontactsMade 25outboundcallsHave 3guidanceclicks forthe daySent ekiton FixedIncomeFree!Scheduleda lead inDASWalked clientthrough how toopen anaccount,account is nowopenedHelped clientopen amanagedacctRanRAReportHelpedwith arolloverSent aleadthroughFireSent Ekiton MarketVolatilityRan HMCtool andsent RAreportHelpclient getfundsinvested

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