Printed 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBBooked aclient fortheirupcomingGIC renewalBooked aclient for theirupcomingmortgagerenewalBooked a debtconsolidationbecause ofClient ConnectShow theclient how theirtransactioncan be easywith OLBShowed a clienthow they cansave moneywith ValueProgram.Fixed aproblem for theclient and toldthem about thesurvey.You get acomplimenton yourattention todetailUpgradedan accountto save onDebit FeesBooked MSreferral fromClientConnectTransactionsBookan IRPreferralMentioned surveywas about yourperformance andclient said theywould give youperfect.Processed atransactionwith OLBinstead ofWicket.Bookan MSreferralBooked IRPreferral fromClientConnectTransactionsIdentified anIRP referralfrom ClientConnectTold clientaboutsurvey (2)Told clientaboutsurvey (1)Youmentioned theclient can adda comment tothe surveyTold clientaboutsurvey (3)Booked 5AppointmentstodayClientcomplimentedyour smile /positiveattitudeShowed aclient how topay a billusingOLB/ATMPrinted 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBBooked aclient fortheirupcomingGIC renewalBooked aclient for theirupcomingmortgagerenewalBooked a debtconsolidationbecause ofClient ConnectShow theclient how theirtransactioncan be easywith OLBShowed a clienthow they cansave moneywith ValueProgram.Fixed aproblem for theclient and toldthem about thesurvey.You get acomplimenton yourattention todetailUpgradedan accountto save onDebit FeesBooked MSreferral fromClientConnectTransactionsBookan IRPreferralMentioned surveywas about yourperformance andclient said theywould give youperfect.Processed atransactionwith OLBinstead ofWicket.Bookan MSreferralBooked IRPreferral fromClientConnectTransactionsIdentified anIRP referralfrom ClientConnectTold clientaboutsurvey (2)Told clientaboutsurvey (1)Youmentioned theclient can adda comment tothe surveyTold clientaboutsurvey (3)Booked 5AppointmentstodayClientcomplimentedyour smile /positiveattitudeShowed aclient how topay a billusingOLB/ATM

Client Advisors - 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. Printed 2 Client Connect Transactions showing outside Mortgage
  2. Registered a client for OLB
  3. Booked a client for their upcoming GIC renewal
  4. Booked a client for their upcoming mortgage renewal
  5. Booked a debt consolidation because of Client Connect
  6. Show the client how their transaction can be easy with OLB
  7. Showed a client how they can save money with Value Program.
  8. Fixed a problem for the client and told them about the survey.
  9. You get a compliment on your attention to detail
  10. Upgraded an account to save on Debit Fees
  11. Booked MS referral from Client Connect Transactions
  12. Book an IRP referral
  13. Mentioned survey was about your performance and client said they would give you perfect.
  14. Processed a transaction with OLB instead of Wicket.
  15. Book an MS referral
  16. Booked IRP referral from Client Connect Transactions
  17. Identified an IRP referral from Client Connect
  18. Told client about survey (2)
  19. Told client about survey (1)
  20. You mentioned the client can add a comment to the survey
  21. Told client about survey (3)
  22. Booked 5 Appointments today
  23. Client complimented your smile / positive attitude
  24. Showed a client how to pay a bill using OLB/ATM