Told clientaboutsurvey (1)Printed 2 ClientConnectTransactionsshowingoutsideMortgageYoumentioned theclient can adda comment tothe surveyBookan MSreferralBooked IRPreferral fromClientConnectTransactionsTold clientaboutsurvey (3)Booked aclient for theirupcomingmortgagerenewalBooked 5AppointmentstodayIdentified anIRP referralfrom ClientConnectBooked MSreferral fromClientConnectTransactionsBooked aclient fortheirupcomingGIC renewalRegistereda client forOLBYou get acomplimenton yourattention todetailShowed a clienthow they cansave moneywith ValueProgram.Upgradedan accountto save onDebit FeesShowed aclient how topay a billusingOLB/ATMClientcomplimentedyour smile /positiveattitudeBooked a debtconsolidationbecause ofClient ConnectFixed aproblem for theclient and toldthem about thesurvey.Told clientaboutsurvey (2)Show theclient how theirtransactioncan be easywith OLBBookan IRPreferralMentioned surveywas about yourperformance andclient said theywould give youperfect.Processed atransactionwith OLBinstead ofWicket.Told clientaboutsurvey (1)Printed 2 ClientConnectTransactionsshowingoutsideMortgageYoumentioned theclient can adda comment tothe surveyBookan MSreferralBooked IRPreferral fromClientConnectTransactionsTold clientaboutsurvey (3)Booked aclient for theirupcomingmortgagerenewalBooked 5AppointmentstodayIdentified anIRP referralfrom ClientConnectBooked MSreferral fromClientConnectTransactionsBooked aclient fortheirupcomingGIC renewalRegistereda client forOLBYou get acomplimenton yourattention todetailShowed a clienthow they cansave moneywith ValueProgram.Upgradedan accountto save onDebit FeesShowed aclient how topay a billusingOLB/ATMClientcomplimentedyour smile /positiveattitudeBooked a debtconsolidationbecause ofClient ConnectFixed aproblem for theclient and toldthem about thesurvey.Told clientaboutsurvey (2)Show theclient how theirtransactioncan be easywith OLBBookan IRPreferralMentioned surveywas about yourperformance andclient said theywould give youperfect.Processed atransactionwith OLBinstead ofWicket.

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