Made aWelcomecallUsed acustomersname oncallTreated aCSR withrespectAdded anew shoutout onboardMade 2sales inone dayAnAgreementwassignedIaddressedmy callaheadsHelped atechnicianI saidGoodMorningtodayMaintaineda goodvoice levelParticipatedin a teambuildingexerciseStayedprofessionalfor entireshiftHelpeda fellowCSRAddressedmy leadsComplimen-ted a fellowCSRCustomergave me acomplimentAddresseda majorconcern w/customerUp-soldacustomerIncreasedmypreformance#'s"Is thereanythingelse" 10timesCongratula-tedsomeoneDealt withan iratecustomerSaid"happy tohelp" to 5customersHad astrangecallrequestMade aWelcomecallUsed acustomersname oncallTreated aCSR withrespectAdded anew shoutout onboardMade 2sales inone dayAnAgreementwassignedIaddressedmy callaheadsHelped atechnicianI saidGoodMorningtodayMaintaineda goodvoice levelParticipatedin a teambuildingexerciseStayedprofessionalfor entireshiftHelpeda fellowCSRAddressedmy leadsComplimen-ted a fellowCSRCustomergave me acomplimentAddresseda majorconcern w/customerUp-soldacustomerIncreasedmypreformance#'s"Is thereanythingelse" 10timesCongratula-tedsomeoneDealt withan iratecustomerSaid"happy tohelp" to 5customersHad astrangecallrequest

financial advisor - 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. Made a Welcome call
  2. Used a customers name on call
  3. Treated a CSR with respect
  4. Added a new shout out on board
  5. Made 2 sales in one day
  6. An Agreement was signed
  7. I addressed my call aheads
  8. Helped a technician
  9. I said Good Morning today
  10. Maintained a good voice level
  11. Participated in a team building exercise
  12. Stayed professional for entire shift
  13. Helped a fellow CSR
  14. Addressed my leads
  15. Complimen-ted a fellow CSR
  16. Customer gave me a compliment
  17. Addressed a major concern w/ customer
  18. Up-sold a customer
  19. Increased my preformance #'s
  20. "Is there anything else" 10 times
  21. Congratula-ted someone
  22. Dealt with an irate customer
  23. Said "happy to help" to 5 customers
  24. Had a strange call request