AnAgreementwassignedAddresseda majorconcern w/customerCustomergave me acomplimentUp-soldacustomerHelped atechnicianCongratula-tedsomeoneUsed acustomersname oncallHad astrangecallrequestMade aWelcomecallDealt withan iratecustomerComplimen-ted a fellowCSRStayedprofessionalfor entireshiftHelpeda fellowCSRI saidGoodMorningtodayTreated aCSR withrespectMaintaineda goodvoice levelIaddressedmy callaheadsAddressedmy leadsSaid"happy tohelp" to 5customersParticipatedin a teambuildingexercise"Is thereanythingelse" 10timesIncreasedmypreformance#'sAdded anew shoutout onboardMade 2sales inone dayAnAgreementwassignedAddresseda majorconcern w/customerCustomergave me acomplimentUp-soldacustomerHelped atechnicianCongratula-tedsomeoneUsed acustomersname oncallHad astrangecallrequestMade aWelcomecallDealt withan iratecustomerComplimen-ted a fellowCSRStayedprofessionalfor entireshiftHelpeda fellowCSRI saidGoodMorningtodayTreated aCSR withrespectMaintaineda goodvoice levelIaddressedmy callaheadsAddressedmy leadsSaid"happy tohelp" to 5customersParticipatedin a teambuildingexercise"Is thereanythingelse" 10timesIncreasedmypreformance#'sAdded anew shoutout onboardMade 2sales inone day

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