Use theclients firstname atleast 3 timeson a callSet anappointmentSentReviewLinkCalledanappointmentTell theclient a storyto buildrapport15completedcasesRequestedfeedback ona call youdid not closePlay RockPaperScissorswith JaredEnrolleda PDPHavetaken 10inboundsEnrolledAncillaryTook a 30minutelunchHigh Fivesomeonewho madea saleSummitteda corepolicyPitchedaccidentplanWrite down3 ways toengage witha clientBuild rapportbased onclientsbackgroundnoiseComplementeda client on thephone(without beingweird)Smileduring anentire callCompletedyour taskdue todayDance to asong playingWHILEpitching DVHWrite oneof yourleaders anice noteAskedforreferralHelped afellowteammemberUse theclients firstname atleast 3 timeson a callSet anappointmentSentReviewLinkCalledanappointmentTell theclient a storyto buildrapport15completedcasesRequestedfeedback ona call youdid not closePlay RockPaperScissorswith JaredEnrolleda PDPHavetaken 10inboundsEnrolledAncillaryTook a 30minutelunchHigh Fivesomeonewho madea saleSummitteda corepolicyPitchedaccidentplanWrite down3 ways toengage witha clientBuild rapportbased onclientsbackgroundnoiseComplementeda client on thephone(without beingweird)Smileduring anentire callCompletedyour taskdue todayDance to asong playingWHILEpitching DVHWrite oneof yourleaders anice noteAskedforreferralHelped afellowteammember

Thankful Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
O
2
O
3
B
4
I
5
N
6
N
7
G
8
G
9
B
10
O
11
G
12
B
13
B
14
G
15
O
16
I
17
I
18
B
19
I
20
I
21
N
22
G
23
N
24
O
  1. O-Use the clients first name at least 3 times on a call
  2. O-Set an appointment
  3. B-Sent Review Link
  4. I-Called an appointment
  5. N-Tell the client a story to build rapport
  6. N-15 completed cases
  7. G-Requested feedback on a call you did not close
  8. G-Play Rock Paper Scissors with Jared
  9. B-Enrolled a PDP
  10. O-Have taken 10 inbounds
  11. G-Enrolled Ancillary
  12. B-Took a 30 minute lunch
  13. B-High Five someone who made a sale
  14. G-Summitted a core policy
  15. O-Pitched accident plan
  16. I-Write down 3 ways to engage with a client
  17. I-Build rapport based on clients background noise
  18. B-Complemented a client on the phone (without being weird)
  19. I-Smile during an entire call
  20. I-Completed your task due today
  21. N-Dance to a song playing WHILE pitching DVH
  22. G-Write one of your leaders a nice note
  23. N-Asked for referral
  24. O-Helped a fellow team member