AnAgreementwassignedI saidGoodMorningtodayAddresseda majorconcern w/customerUsed acustomersname oncallDealt withan iratecustomerIncreasedmypreformance#'sCustomergave me acompliment"Is thereanythingelse" 10timesSaid"happy tohelp" to 5customersHad astrangecallrequestMade aWelcomecallParticipatedin a teambuildingexerciseHelped atechnicianHelpeda fellowCSRCongratula-tedsomeoneComplimen-ted a fellowCSRAddressedmy leadsTreated aCSR withrespectStayedprofessionalfor entireshiftIaddressedmy callaheadsAdded anew shoutout onboardUp-soldacustomerMaintaineda goodvoice levelMade 2sales inone dayAnAgreementwassignedI saidGoodMorningtodayAddresseda majorconcern w/customerUsed acustomersname oncallDealt withan iratecustomerIncreasedmypreformance#'sCustomergave me acompliment"Is thereanythingelse" 10timesSaid"happy tohelp" to 5customersHad astrangecallrequestMade aWelcomecallParticipatedin a teambuildingexerciseHelped atechnicianHelpeda fellowCSRCongratula-tedsomeoneComplimen-ted a fellowCSRAddressedmy leadsTreated aCSR withrespectStayedprofessionalfor entireshiftIaddressedmy callaheadsAdded anew shoutout onboardUp-soldacustomerMaintaineda goodvoice levelMade 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. I said Good Morning today
  3. Addressed a major concern w/ customer
  4. Used a customers name on call
  5. Dealt with an irate customer
  6. Increased my preformance #'s
  7. Customer gave me a compliment
  8. "Is there anything else" 10 times
  9. Said "happy to help" to 5 customers
  10. Had a strange call request
  11. Made a Welcome call
  12. Participated in a team building exercise
  13. Helped a technician
  14. Helped a fellow CSR
  15. Congratula-ted someone
  16. Complimen-ted a fellow CSR
  17. Addressed my leads
  18. Treated a CSR with respect
  19. Stayed professional for entire shift
  20. I addressed my call aheads
  21. Added a new shout out on board
  22. Up-sold a customer
  23. Maintained a good voice level
  24. Made 2 sales in one day