Helpeda fellowCSRIncreasedmypreformance#'sAddresseda majorconcern w/customerHelped atechnicianMade aWelcomecallStayedprofessionalfor entireshiftI saidGoodMorningtodayCustomergave me acomplimentSaid"happy tohelp" to 5customersTreated aCSR withrespectMaintaineda goodvoice levelUp-soldacustomerDealt withan iratecustomerCongratula-tedsomeone"Is thereanythingelse" 10timesUsed acustomersname oncallMade 2sales inone dayIaddressedmy callaheadsComplimen-ted a fellowCSRHad astrangecallrequestAddressedmy leadsParticipatedin a teambuildingexerciseAnAgreementwassignedAdded anew shoutout onboardHelpeda fellowCSRIncreasedmypreformance#'sAddresseda majorconcern w/customerHelped atechnicianMade aWelcomecallStayedprofessionalfor entireshiftI saidGoodMorningtodayCustomergave me acomplimentSaid"happy tohelp" to 5customersTreated aCSR withrespectMaintaineda goodvoice levelUp-soldacustomerDealt withan iratecustomerCongratula-tedsomeone"Is thereanythingelse" 10timesUsed acustomersname oncallMade 2sales inone dayIaddressedmy callaheadsComplimen-ted a fellowCSRHad astrangecallrequestAddressedmy leadsParticipatedin a teambuildingexerciseAnAgreementwassignedAdded anew shoutout onboard

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