Up-soldacustomerHelped atechnicianHelpeda fellowCSRI saidGoodMorningtodayParticipatedin a teambuildingexerciseAddresseda majorconcern w/customerStayedprofessionalfor entireshiftUsed acustomersname oncallMade aWelcomecallMaintaineda goodvoice levelCongratula-tedsomeoneMade 2sales inone dayCustomergave me acomplimentAddressedmy leads"Is thereanythingelse" 10timesAnAgreementwassignedSaid"happy tohelp" to 5customersAdded anew shoutout onboardComplimen-ted a fellowCSRDealt withan iratecustomerIncreasedmypreformance#'sIaddressedmy callaheadsHad astrangecallrequestTreated aCSR withrespectUp-soldacustomerHelped atechnicianHelpeda fellowCSRI saidGoodMorningtodayParticipatedin a teambuildingexerciseAddresseda majorconcern w/customerStayedprofessionalfor entireshiftUsed acustomersname oncallMade aWelcomecallMaintaineda goodvoice levelCongratula-tedsomeoneMade 2sales inone dayCustomergave me acomplimentAddressedmy leads"Is thereanythingelse" 10timesAnAgreementwassignedSaid"happy tohelp" to 5customersAdded anew shoutout onboardComplimen-ted a fellowCSRDealt withan iratecustomerIncreasedmypreformance#'sIaddressedmy callaheadsHad astrangecallrequestTreated aCSR withrespect

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