Registereda client forOLBIdentified anIRP referralfrom ClientConnectYoumentioned theclient can adda comment tothe surveyBooked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayMentioned surveywas about yourperformance andclient said theywould give youperfect.Upgradedan accountto save onDebit FeesYou get acomplimenton yourattention todetailPrinted 2 ClientConnectTransactionsshowingoutsideMortgageShowed a clienthow they cansave moneywith ValueProgram.Bookan MSreferralBooked MSreferral fromClientConnectTransactionsBookan IRPreferralShowed aclient how topay a billusingOLB/ATMBooked aclient fortheirupcomingGIC renewalTold clientaboutsurvey (1)Told clientaboutsurvey (3)Processed atransactionwith OLBinstead ofWicket.Show theclient how theirtransactioncan be easywith OLBClientcomplimentedyour smile /positiveattitudeBooked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectFixed aproblem for theclient and toldthem about thesurvey.Registereda client forOLBIdentified anIRP referralfrom ClientConnectYoumentioned theclient can adda comment tothe surveyBooked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayMentioned surveywas about yourperformance andclient said theywould give youperfect.Upgradedan accountto save onDebit FeesYou get acomplimenton yourattention todetailPrinted 2 ClientConnectTransactionsshowingoutsideMortgageShowed a clienthow they cansave moneywith ValueProgram.Bookan MSreferralBooked MSreferral fromClientConnectTransactionsBookan IRPreferralShowed aclient how topay a billusingOLB/ATMBooked aclient fortheirupcomingGIC renewalTold clientaboutsurvey (1)Told clientaboutsurvey (3)Processed atransactionwith OLBinstead ofWicket.Show theclient how theirtransactioncan be easywith OLBClientcomplimentedyour smile /positiveattitudeBooked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectFixed aproblem for theclient and toldthem about thesurvey.

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