Reseta userIDInclude thephrase "Mypleasure" inyour reassuringstatementAsk aclient howtheir dayis goingReference a"Hot Topics"guide duringa callA client says"I didn't knowthat Schwabbought TDAmeritrade"Ask theclient whatelse you cando for themShow aclient howto set upFTA/LTAPlace atrade fora clientReset apasswordCalm aclient'sworriesabout thetransitionAsk a clienthow theirMemorialDay weekendwasRepeat theclient's name atleast 3 timesthroughout thecallHeadlinewith a clienthow easythe transitionprocess isExplainhowmarginworksGive aclient theiraccountbalancesThank aclient forbeing a partof CharlesSchwabHelp a clientcreate theirSchwabcredentialsWelcomea client toSchwabUse the phrase"I can definitelyhelp you with…"in yourreassuringstatementThank aclient forbeing part ofTDAmeritradeHelp a clientplace a tradeon their ownClient callsin aboutthe debtceiling limitUse theword "Easy"during thecallClientcalls inonly forquotesShow a client the ClientInformation Hub(Welcome.schwab.com)Show aclient how touse theSchwabWebsiteRestate theclient's needin yourreassuringstatementReseta userIDInclude thephrase "Mypleasure" inyour reassuringstatementAsk aclient howtheir dayis goingReference a"Hot Topics"guide duringa callA client says"I didn't knowthat Schwabbought TDAmeritrade"Ask theclient whatelse you cando for themShow aclient howto set upFTA/LTAPlace atrade fora clientReset apasswordCalm aclient'sworriesabout thetransitionAsk a clienthow theirMemorialDay weekendwasRepeat theclient's name atleast 3 timesthroughout thecallHeadlinewith a clienthow easythe transitionprocess isExplainhowmarginworksGive aclient theiraccountbalancesThank aclient forbeing a partof CharlesSchwabHelp a clientcreate theirSchwabcredentialsWelcomea client toSchwabUse the phrase"I can definitelyhelp you with…"in yourreassuringstatementThank aclient forbeing part ofTDAmeritradeHelp a clientplace a tradeon their ownClient callsin aboutthe debtceiling limitUse theword "Easy"during thecallClientcalls inonly forquotesShow a client the ClientInformation Hub(Welcome.schwab.com)Show aclient how touse theSchwabWebsiteRestate theclient's needin yourreassuringstatement

Untitled Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
  1. Reset a user ID
  2. Include the phrase "My pleasure" in your reassuring statement
  3. Ask a client how their day is going
  4. Reference a "Hot Topics" guide during a call
  5. A client says "I didn't know that Schwab bought TD Ameritrade"
  6. Ask the client what else you can do for them
  7. Show a client how to set up FTA/LTA
  8. Place a trade for a client
  9. Reset a password
  10. Calm a client's worries about the transition
  11. Ask a client how their Memorial Day weekend was
  12. Repeat the client's name at least 3 times throughout the call
  13. Headline with a client how easy the transition process is
  14. Explain how margin works
  15. Give a client their account balances
  16. Thank a client for being a part of Charles Schwab
  17. Help a client create their Schwab credentials
  18. Welcome a client to Schwab
  19. Use the phrase "I can definitely help you with…" in your reassuring statement
  20. Thank a client for being part of TD Ameritrade
  21. Help a client place a trade on their own
  22. Client calls in about the debt ceiling limit
  23. Use the word "Easy" during the call
  24. Client calls in only for quotes
  25. Show a client the Client Information Hub (Welcome.schwab.com)
  26. Show a client how to use the Schwab Website
  27. Restate the client's need in your reassuring statement