Identified anIRP referralfrom ClientConnectFixed aproblem for theclient and toldthem about thesurvey.Told clientaboutsurvey (1)Showed a clienthow they cansave moneywith ValueProgram.Mentioned surveywas about yourperformance andclient said theywould give youperfect.Clientcomplimentedyour smile /positiveattitudeProcessed atransactionwith OLBinstead ofWicket.Registereda client forOLBShowed aclient how topay a billusingOLB/ATMBooked 5AppointmentstodayYoumentioned theclient can adda comment tothe surveyBooked aclient fortheirupcomingGIC renewalTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectBookan MSreferralTold clientaboutsurvey (3)Upgradedan accountto save onDebit FeesShow theclient how theirtransactioncan be easywith OLBPrinted 2 ClientConnectTransactionsshowingoutsideMortgageBookan IRPreferralYou get acomplimenton yourattention todetailBooked IRPreferral fromClientConnectTransactionsBooked MSreferral fromClientConnectTransactionsBooked aclient for theirupcomingmortgagerenewalIdentified anIRP referralfrom ClientConnectFixed aproblem for theclient and toldthem about thesurvey.Told clientaboutsurvey (1)Showed a clienthow they cansave moneywith ValueProgram.Mentioned surveywas about yourperformance andclient said theywould give youperfect.Clientcomplimentedyour smile /positiveattitudeProcessed atransactionwith OLBinstead ofWicket.Registereda client forOLBShowed aclient how topay a billusingOLB/ATMBooked 5AppointmentstodayYoumentioned theclient can adda comment tothe surveyBooked aclient fortheirupcomingGIC renewalTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectBookan MSreferralTold clientaboutsurvey (3)Upgradedan accountto save onDebit FeesShow theclient how theirtransactioncan be easywith OLBPrinted 2 ClientConnectTransactionsshowingoutsideMortgageBookan IRPreferralYou get acomplimenton yourattention todetailBooked IRPreferral fromClientConnectTransactionsBooked MSreferral fromClientConnectTransactionsBooked aclient for theirupcomingmortgagerenewal

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