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