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