Positive Escalation You are featured in Zach’s TXR Loyalty Any precious metals quotes You have a 1 on 1 with Peter Placed a CD trade You open a clients 1099 Tech issues You place a Money Market trade Call from another rep you know Call that lasts more than an hour ToS question You use ToS Admin You send a secure message Client has been with Schwab for over 30 years You follow up with a client Call that lasts less than 60 seconds Call from Caresse York You send a check to a client You receive a Sendword You use BlueZone You take all your breaks and lunches on time You send a Sendword You answer someone’s question in Teams chat Futures Quotes Positive Escalation You are featured in Zach’s TXR Loyalty Any precious metals quotes You have a 1 on 1 with Peter Placed a CD trade You open a clients 1099 Tech issues You place a Money Market trade Call from another rep you know Call that lasts more than an hour ToS question You use ToS Admin You send a secure message Client has been with Schwab for over 30 years You follow up with a client Call that lasts less than 60 seconds Call from Caresse York You send a check to a client You receive a Sendword You use BlueZone You take all your breaks and lunches on time You send a Sendword You answer someone’s question in Teams chat Futures Quotes
(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.
Positive Escalation
You are featured in Zach’s TXR Loyalty
Any precious metals quotes
You have a 1 on 1 with Peter
Placed a CD trade
You open a clients 1099
Tech issues
You place a Money Market trade
Call from another rep you know
Call that lasts more than an hour
ToS question
You use ToS Admin
You send a secure message
Client has been with Schwab for over 30 years
You follow up with a client
Call that lasts less than 60 seconds
Call from Caresse York
You send a check to a client
You receive a Sendword
You use BlueZone
You take all your breaks and lunches on time
You send a Sendword
You answer someone’s question in Teams chat
Futures Quotes