Used acustomersname oncallCustomergave me acomplimentI saidGoodMorningtodayHad astrangecallrequestStayedprofessionalfor entireshiftAddressedmy leadsCongratula-tedsomeoneDealt withan iratecustomerIaddressedmy callaheadsUp-soldacustomerParticipatedin a teambuildingexerciseMaintaineda goodvoice levelAnAgreementwassignedMade aWelcomecallHelped atechnician"Is thereanythingelse" 10timesAdded anew shoutout onboardMade 2sales inone dayHelpeda fellowCSRIncreasedmypreformance#'sTreated aCSR withrespectAddresseda majorconcern w/customerSaid"happy tohelp" to 5customersComplimen-ted a fellowCSRUsed acustomersname oncallCustomergave me acomplimentI saidGoodMorningtodayHad astrangecallrequestStayedprofessionalfor entireshiftAddressedmy leadsCongratula-tedsomeoneDealt withan iratecustomerIaddressedmy callaheadsUp-soldacustomerParticipatedin a teambuildingexerciseMaintaineda goodvoice levelAnAgreementwassignedMade aWelcomecallHelped atechnician"Is thereanythingelse" 10timesAdded anew shoutout onboardMade 2sales inone dayHelpeda fellowCSRIncreasedmypreformance#'sTreated aCSR withrespectAddresseda majorconcern w/customerSaid"happy tohelp" to 5customersComplimen-ted a fellowCSR

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