Transition Week 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. Show a client how to use the Schwab Website
2. Welcome a client to Schwab
3. Use the word "Easy" during the call
4. Restate the client's need in your reassuring statement
5. Thank a client for being a part of Charles Schwab
6. Calm a client's worries about the transition
7. Include the phrase "My pleasure" in your reassuring statement
8. Place a trade for a client
9. Repeat the client's name at least 3 times throughout the call
10. Use the phrase "I can definitely help you with…" in your reassuring statement
11. Reset a user ID
12. Client calls in about the debt ceiling limit
13. Help a client create their Schwab credentials
14. A client says "I didn't know that Schwab bought TD Ameritrade"
15. Reset a password
16. Headline with a client how easy the transition process is
17. Ask a client how their day is going
18. Show a client the Client Information Hub (Welcome.schwab.com)
19. Client calls in only for quotes
20. Reference a "Hot Topics" guide during a call
21. Explain how margin works
22. Thank a client for being part of TD Ameritrade
23. Ask the client what else you can do for them
24. Give a client their account balances
25. Help a client place a trade on their own
26. Ask a client how their Memorial Day weekend was
27. Show a client how to set up FTA/LTA