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