Told clientaboutsurvey (2)Fixed aproblem for theclient and toldthem about thesurvey.Showed a clienthow they cansave moneywith ValueProgram.Showed aclient how topay a billusingOLB/ATMYou get acomplimenton yourattention todetailTold clientaboutsurvey (1)Bookan IRPreferralPrinted 2 ClientConnectTransactionsshowingoutsideMortgageTold clientaboutsurvey (3)Identified anIRP referralfrom ClientConnectBooked MSreferral fromClientConnectTransactionsBooked aclient for theirupcomingmortgagerenewalBookan MSreferralRegistereda client forOLBShow theclient how theirtransactioncan be easywith OLBClientcomplimentedyour smile /positiveattitudeYoumentioned theclient can adda comment tothe surveyBooked IRPreferral fromClientConnectTransactionsMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient fortheirupcomingGIC renewalProcessed atransactionwith OLBinstead ofWicket.Booked a debtconsolidationbecause ofClient ConnectBooked 5AppointmentstodayUpgradedan accountto save onDebit FeesTold clientaboutsurvey (2)Fixed aproblem for theclient and toldthem about thesurvey.Showed a clienthow they cansave moneywith ValueProgram.Showed aclient how topay a billusingOLB/ATMYou get acomplimenton yourattention todetailTold clientaboutsurvey (1)Bookan IRPreferralPrinted 2 ClientConnectTransactionsshowingoutsideMortgageTold clientaboutsurvey (3)Identified anIRP referralfrom ClientConnectBooked MSreferral fromClientConnectTransactionsBooked aclient for theirupcomingmortgagerenewalBookan MSreferralRegistereda client forOLBShow theclient how theirtransactioncan be easywith OLBClientcomplimentedyour smile /positiveattitudeYoumentioned theclient can adda comment tothe surveyBooked IRPreferral fromClientConnectTransactionsMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient fortheirupcomingGIC renewalProcessed atransactionwith OLBinstead ofWicket.Booked a debtconsolidationbecause ofClient ConnectBooked 5AppointmentstodayUpgradedan accountto save onDebit Fees

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