AskedforreferralCompletedyour taskdue todaySentReviewLinkBuild rapportbased onclientsbackgroundnoiseCalledanappointmentSet anappointmentUse theclients firstname atleast 3 timeson a callEnrolledAncillaryRequestedfeedback ona call youdid not close15completedcasesHigh Fivesomeonewho madea saleWrite oneof yourleaders anice noteHelped afellowteammemberHavetaken 10inboundsSmileduring anentire callEnrolleda PDPWrite down3 ways toengage witha clientComplementeda client on thephone(without beingweird)PitchedaccidentplanTell theclient a storyto buildrapportPlay RockPaperScissorswith JaredDance to asong playingWHILEpitching DVHSummitteda corepolicyTook a 30minutelunchAskedforreferralCompletedyour taskdue todaySentReviewLinkBuild rapportbased onclientsbackgroundnoiseCalledanappointmentSet anappointmentUse theclients firstname atleast 3 timeson a callEnrolledAncillaryRequestedfeedback ona call youdid not close15completedcasesHigh Fivesomeonewho madea saleWrite oneof yourleaders anice noteHelped afellowteammemberHavetaken 10inboundsSmileduring anentire callEnrolleda PDPWrite down3 ways toengage witha clientComplementeda client on thephone(without beingweird)PitchedaccidentplanTell theclient a storyto buildrapportPlay RockPaperScissorswith JaredDance to asong playingWHILEpitching DVHSummitteda corepolicyTook a 30minutelunch

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