Used acustomersname oncallHad astrangecallrequestIncreasedmypreformance#'sAddresseda majorconcern w/customerComplimen-ted a fellowCSR"Is thereanythingelse" 10timesStayedprofessionalfor entireshiftMade aWelcomecallAnAgreementwassignedMade 2sales inone dayHelpeda fellowCSRUp-soldacustomerAdded anew shoutout onboardI saidGoodMorningtodayDealt withan iratecustomerAddressedmy leadsCustomergave me acomplimentSaid"happy tohelp" to 5customersHelped atechnicianMaintaineda goodvoice levelIaddressedmy callaheadsTreated aCSR withrespectCongratula-tedsomeoneParticipatedin a teambuildingexerciseUsed acustomersname oncallHad astrangecallrequestIncreasedmypreformance#'sAddresseda majorconcern w/customerComplimen-ted a fellowCSR"Is thereanythingelse" 10timesStayedprofessionalfor entireshiftMade aWelcomecallAnAgreementwassignedMade 2sales inone dayHelpeda fellowCSRUp-soldacustomerAdded anew shoutout onboardI saidGoodMorningtodayDealt withan iratecustomerAddressedmy leadsCustomergave me acomplimentSaid"happy tohelp" to 5customersHelped atechnicianMaintaineda goodvoice levelIaddressedmy callaheadsTreated aCSR withrespectCongratula-tedsomeoneParticipatedin a teambuildingexercise

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