Iaddressedmy callaheadsUsed acustomersname oncallHelped atechnicianAddressedmy leadsAddresseda majorconcern w/customerParticipatedin a teambuildingexerciseStayedprofessionalfor entireshiftSaid"happy tohelp" to 5customersUp-soldacustomerCongratula-tedsomeoneAdded anew shoutout onboardHad astrangecallrequestMaintaineda goodvoice levelHelpeda fellowCSRMade aWelcomecallCustomergave me acomplimentI saidGoodMorningtodayAnAgreementwassignedDealt withan iratecustomerIncreasedmypreformance#'sComplimen-ted a fellowCSRMade 2sales inone day"Is thereanythingelse" 10timesTreated aCSR withrespectIaddressedmy callaheadsUsed acustomersname oncallHelped atechnicianAddressedmy leadsAddresseda majorconcern w/customerParticipatedin a teambuildingexerciseStayedprofessionalfor entireshiftSaid"happy tohelp" to 5customersUp-soldacustomerCongratula-tedsomeoneAdded anew shoutout onboardHad astrangecallrequestMaintaineda goodvoice levelHelpeda fellowCSRMade aWelcomecallCustomergave me acomplimentI saidGoodMorningtodayAnAgreementwassignedDealt withan iratecustomerIncreasedmypreformance#'sComplimen-ted a fellowCSRMade 2sales inone day"Is thereanythingelse" 10timesTreated aCSR withrespect

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