Youmentioned theclient can adda comment tothe surveyUpgradedan accountto save onDebit FeesShowed a clienthow they cansave moneywith ValueProgram.Told clientaboutsurvey (1)Bookan MSreferralIdentified anIRP referralfrom ClientConnectMentioned surveywas about yourperformance andclient said theywould give youperfect.You get acomplimenton yourattention todetailClientcomplimentedyour smile /positiveattitudeShow theclient how theirtransactioncan be easywith OLBBooked aclient fortheirupcomingGIC renewalShowed aclient how topay a billusingOLB/ATMPrinted 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBProcessed atransactionwith OLBinstead ofWicket.Booked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (2)Booked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (3)Bookan IRPreferralFixed aproblem for theclient and toldthem about thesurvey.Booked MSreferral fromClientConnectTransactionsYoumentioned theclient can adda comment tothe surveyUpgradedan accountto save onDebit FeesShowed a clienthow they cansave moneywith ValueProgram.Told clientaboutsurvey (1)Bookan MSreferralIdentified anIRP referralfrom ClientConnectMentioned surveywas about yourperformance andclient said theywould give youperfect.You get acomplimenton yourattention todetailClientcomplimentedyour smile /positiveattitudeShow theclient how theirtransactioncan be easywith OLBBooked aclient fortheirupcomingGIC renewalShowed aclient how topay a billusingOLB/ATMPrinted 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBProcessed atransactionwith OLBinstead ofWicket.Booked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (2)Booked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (3)Bookan IRPreferralFixed aproblem for theclient and toldthem about thesurvey.Booked MSreferral fromClientConnectTransactions

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