Printed 2 ClientConnectTransactionsshowingoutsideMortgageBooked aclient fortheirupcomingGIC renewalBooked 5AppointmentstodayProcessed atransactionwith OLBinstead ofWicket.Bookan MSreferralRegistereda client forOLBClientcomplimentedyour smile /positiveattitudeBookan IRPreferralBooked IRPreferral fromClientConnectTransactionsBooked aclient for theirupcomingmortgagerenewalShowed a clienthow they cansave moneywith ValueProgram.Showed aclient how topay a billusingOLB/ATMFixed aproblem for theclient and toldthem about thesurvey.Booked MSreferral fromClientConnectTransactionsUpgradedan accountto save onDebit FeesYou get acomplimenton yourattention todetailYoumentioned theclient can adda comment tothe surveyMentioned surveywas about yourperformance andclient said theywould give youperfect.Told clientaboutsurvey (3)Told clientaboutsurvey (1)Show theclient how theirtransactioncan be easywith OLBBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (2)Identified anIRP referralfrom ClientConnectPrinted 2 ClientConnectTransactionsshowingoutsideMortgageBooked aclient fortheirupcomingGIC renewalBooked 5AppointmentstodayProcessed atransactionwith OLBinstead ofWicket.Bookan MSreferralRegistereda client forOLBClientcomplimentedyour smile /positiveattitudeBookan IRPreferralBooked IRPreferral fromClientConnectTransactionsBooked aclient for theirupcomingmortgagerenewalShowed a clienthow they cansave moneywith ValueProgram.Showed aclient how topay a billusingOLB/ATMFixed aproblem for theclient and toldthem about thesurvey.Booked MSreferral fromClientConnectTransactionsUpgradedan accountto save onDebit FeesYou get acomplimenton yourattention todetailYoumentioned theclient can adda comment tothe surveyMentioned surveywas about yourperformance andclient said theywould give youperfect.Told clientaboutsurvey (3)Told clientaboutsurvey (1)Show theclient how theirtransactioncan be easywith OLBBooked a debtconsolidationbecause ofClient ConnectTold clientaboutsurvey (2)Identified anIRP referralfrom ClientConnect

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