Participatedin a teambuildingexerciseI saidGoodMorningtodayCongratula-tedsomeoneSaid"happy tohelp" to 5customersAddressedmy leadsDealt withan iratecustomerUsed acustomersname oncallAdded anew shoutout onboardHad astrangecallrequestMaintaineda goodvoice levelHelped atechnicianComplimen-ted a fellowCSR"Is thereanythingelse" 10timesMade aWelcomecallIncreasedmypreformance#'sHelpeda fellowCSRAddresseda majorconcern w/customerUp-soldacustomerIaddressedmy callaheadsTreated aCSR withrespectAnAgreementwassignedStayedprofessionalfor entireshiftMade 2sales inone dayCustomergave me acomplimentParticipatedin a teambuildingexerciseI saidGoodMorningtodayCongratula-tedsomeoneSaid"happy tohelp" to 5customersAddressedmy leadsDealt withan iratecustomerUsed acustomersname oncallAdded anew shoutout onboardHad astrangecallrequestMaintaineda goodvoice levelHelped atechnicianComplimen-ted a fellowCSR"Is thereanythingelse" 10timesMade aWelcomecallIncreasedmypreformance#'sHelpeda fellowCSRAddresseda majorconcern w/customerUp-soldacustomerIaddressedmy callaheadsTreated aCSR withrespectAnAgreementwassignedStayedprofessionalfor entireshiftMade 2sales inone dayCustomergave me acompliment

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