Helped atechnicianHelpeda fellowCSRComplimen-ted a fellowCSR"Is thereanythingelse" 10timesMade aWelcomecallAddressedmy leadsMaintaineda goodvoice levelCustomergave me acomplimentStayedprofessionalfor entireshiftAnAgreementwassignedHad astrangecallrequestI saidGoodMorningtodayUsed acustomersname oncallDealt withan iratecustomerAdded anew shoutout onboardSaid"happy tohelp" to 5customersIaddressedmy callaheadsParticipatedin a teambuildingexerciseUp-soldacustomerIncreasedmypreformance#'sAddresseda majorconcern w/customerCongratula-tedsomeoneMade 2sales inone dayTreated aCSR withrespectHelped atechnicianHelpeda fellowCSRComplimen-ted a fellowCSR"Is thereanythingelse" 10timesMade aWelcomecallAddressedmy leadsMaintaineda goodvoice levelCustomergave me acomplimentStayedprofessionalfor entireshiftAnAgreementwassignedHad astrangecallrequestI saidGoodMorningtodayUsed acustomersname oncallDealt withan iratecustomerAdded anew shoutout onboardSaid"happy tohelp" to 5customersIaddressedmy callaheadsParticipatedin a teambuildingexerciseUp-soldacustomerIncreasedmypreformance#'sAddresseda majorconcern w/customerCongratula-tedsomeoneMade 2sales inone dayTreated 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. Helped a technician
  2. Helped a fellow CSR
  3. Complimen-ted a fellow CSR
  4. "Is there anything else" 10 times
  5. Made a Welcome call
  6. Addressed my leads
  7. Maintained a good voice level
  8. Customer gave me a compliment
  9. Stayed professional for entire shift
  10. An Agreement was signed
  11. Had a strange call request
  12. I said Good Morning today
  13. Used a customers name on call
  14. Dealt with an irate customer
  15. Added a new shout out on board
  16. Said "happy to help" to 5 customers
  17. I addressed my call aheads
  18. Participated in a team building exercise
  19. Up-sold a customer
  20. Increased my preformance #'s
  21. Addressed a major concern w/ customer
  22. Congratula-ted someone
  23. Made 2 sales in one day
  24. Treated a CSR with respect