Congratula-tedsomeoneMaintaineda goodvoice levelHelped atechnicianStayedprofessionalfor entireshiftMade aWelcomecallAddresseda majorconcern w/customerUsed acustomersname oncallHelpeda fellowCSRDealt withan iratecustomerParticipatedin a teambuildingexerciseMade 2sales inone dayAddressedmy leadsTreated aCSR withrespectI saidGoodMorningtodayAdded anew shoutout onboardSaid"happy tohelp" to 5customersIncreasedmypreformance#'sHad astrangecallrequestIaddressedmy callaheadsCustomergave me acompliment"Is thereanythingelse" 10timesAnAgreementwassignedUp-soldacustomerComplimen-ted a fellowCSRCongratula-tedsomeoneMaintaineda goodvoice levelHelped atechnicianStayedprofessionalfor entireshiftMade aWelcomecallAddresseda majorconcern w/customerUsed acustomersname oncallHelpeda fellowCSRDealt withan iratecustomerParticipatedin a teambuildingexerciseMade 2sales inone dayAddressedmy leadsTreated aCSR withrespectI saidGoodMorningtodayAdded anew shoutout onboardSaid"happy tohelp" to 5customersIncreasedmypreformance#'sHad astrangecallrequestIaddressedmy callaheadsCustomergave me acompliment"Is thereanythingelse" 10timesAnAgreementwassignedUp-soldacustomerComplimen-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. Congratula-ted someone
  2. Maintained a good voice level
  3. Helped a technician
  4. Stayed professional for entire shift
  5. Made a Welcome call
  6. Addressed a major concern w/ customer
  7. Used a customers name on call
  8. Helped a fellow CSR
  9. Dealt with an irate customer
  10. Participated in a team building exercise
  11. Made 2 sales in one day
  12. Addressed my leads
  13. Treated a CSR with respect
  14. I said Good Morning today
  15. Added a new shout out on board
  16. Said "happy to help" to 5 customers
  17. Increased my preformance #'s
  18. Had a strange call request
  19. I addressed my call aheads
  20. Customer gave me a compliment
  21. "Is there anything else" 10 times
  22. An Agreement was signed
  23. Up-sold a customer
  24. Complimen-ted a fellow CSR