"Is thereanythingelse" 10timesAddresseda majorconcern w/customerMade 2sales inone dayHelpeda fellowCSRAnAgreementwassignedUp-soldacustomerComplimen-ted a fellowCSRHelped atechnicianTreated aCSR withrespectUsed acustomersname oncallAddressedmy leadsIncreasedmypreformance#'sCongratula-tedsomeoneMade aWelcomecallParticipatedin a teambuildingexerciseDealt withan iratecustomerStayedprofessionalfor entireshiftIaddressedmy callaheadsMaintaineda goodvoice levelSaid"happy tohelp" to 5customersAdded anew shoutout onboardI saidGoodMorningtodayCustomergave me acomplimentHad astrangecallrequest"Is thereanythingelse" 10timesAddresseda majorconcern w/customerMade 2sales inone dayHelpeda fellowCSRAnAgreementwassignedUp-soldacustomerComplimen-ted a fellowCSRHelped atechnicianTreated aCSR withrespectUsed acustomersname oncallAddressedmy leadsIncreasedmypreformance#'sCongratula-tedsomeoneMade aWelcomecallParticipatedin a teambuildingexerciseDealt withan iratecustomerStayedprofessionalfor entireshiftIaddressedmy callaheadsMaintaineda goodvoice levelSaid"happy tohelp" to 5customersAdded anew shoutout onboardI saidGoodMorningtodayCustomergave me acomplimentHad astrangecallrequest

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