Reference a"Hot Topics"guide duringa callWelcomea client toSchwabClient callsin aboutthe debtceiling limitAsk aclient howtheir dayis goingThank aclient forbeing part ofTDAmeritradeHeadlinewith a clienthow easythe transitionprocess isRestate theclient's needin yourreassuringstatementAsk theclient whatelse you cando for themReseta userIDRepeat theclient's name atleast 3 timesthroughout thecallHelp a clientcreate theirSchwabcredentialsShow aclient how touse theSchwabWebsiteInclude thephrase "Mypleasure" inyour reassuringstatementThank aclient forbeing a partof CharlesSchwabA client says"I didn't knowthat Schwabbought TDAmeritrade"Ask a clienthow theirMemorialDay weekendwasShow a client the ClientInformation Hub(Welcome.schwab.com)Show aclient howto set upFTA/LTAPlace atrade fora clientHelp a clientplace a tradeon their ownGive aclient theiraccountbalancesUse the phrase"I can definitelyhelp you with…"in yourreassuringstatementExplainhowmarginworksUse theword "Easy"during thecallReset apasswordClientcalls inonly forquotesCalm aclient'sworriesabout thetransitionReference a"Hot Topics"guide duringa callWelcomea client toSchwabClient callsin aboutthe debtceiling limitAsk aclient howtheir dayis goingThank aclient forbeing part ofTDAmeritradeHeadlinewith a clienthow easythe transitionprocess isRestate theclient's needin yourreassuringstatementAsk theclient whatelse you cando for themReseta userIDRepeat theclient's name atleast 3 timesthroughout thecallHelp a clientcreate theirSchwabcredentialsShow aclient how touse theSchwabWebsiteInclude thephrase "Mypleasure" inyour reassuringstatementThank aclient forbeing a partof CharlesSchwabA client says"I didn't knowthat Schwabbought TDAmeritrade"Ask a clienthow theirMemorialDay weekendwasShow a client the ClientInformation Hub(Welcome.schwab.com)Show aclient howto set upFTA/LTAPlace atrade fora clientHelp a clientplace a tradeon their ownGive aclient theiraccountbalancesUse the phrase"I can definitelyhelp you with…"in yourreassuringstatementExplainhowmarginworksUse theword "Easy"during thecallReset apasswordClientcalls inonly forquotesCalm aclient'sworriesabout thetransition

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.


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