Addresseda majorconcern w/customerMade 2sales inone dayHelped atechnicianDealt withan iratecustomerHelpeda fellowCSRComplimen-ted a fellowCSRMaintaineda goodvoice levelIaddressedmy callaheadsHad astrangecallrequestParticipatedin a teambuildingexerciseCongratula-tedsomeoneAdded anew shoutout onboardIncreasedmypreformance#'sSaid"happy tohelp" to 5customersStayedprofessionalfor entireshiftUsed acustomersname oncallAnAgreementwassigned"Is thereanythingelse" 10timesI saidGoodMorningtodayMade aWelcomecallTreated aCSR withrespectUp-soldacustomerAddressedmy leadsCustomergave me acomplimentAddresseda majorconcern w/customerMade 2sales inone dayHelped atechnicianDealt withan iratecustomerHelpeda fellowCSRComplimen-ted a fellowCSRMaintaineda goodvoice levelIaddressedmy callaheadsHad astrangecallrequestParticipatedin a teambuildingexerciseCongratula-tedsomeoneAdded anew shoutout onboardIncreasedmypreformance#'sSaid"happy tohelp" to 5customersStayedprofessionalfor entireshiftUsed acustomersname oncallAnAgreementwassigned"Is thereanythingelse" 10timesI saidGoodMorningtodayMade aWelcomecallTreated aCSR withrespectUp-soldacustomerAddressedmy leadsCustomergave 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. Addressed a major concern w/ customer
  2. Made 2 sales in one day
  3. Helped a technician
  4. Dealt with an irate customer
  5. Helped a fellow CSR
  6. Complimen-ted a fellow CSR
  7. Maintained a good voice level
  8. I addressed my call aheads
  9. Had a strange call request
  10. Participated in a team building exercise
  11. Congratula-ted someone
  12. Added a new shout out on board
  13. Increased my preformance #'s
  14. Said "happy to help" to 5 customers
  15. Stayed professional for entire shift
  16. Used a customers name on call
  17. An Agreement was signed
  18. "Is there anything else" 10 times
  19. I said Good Morning today
  20. Made a Welcome call
  21. Treated a CSR with respect
  22. Up-sold a customer
  23. Addressed my leads
  24. Customer gave me a compliment