Booked a debtconsolidationbecause ofClient ConnectMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient for theirupcomingmortgagerenewalFixed aproblem for theclient and toldthem about thesurvey.Bookan IRPreferralTold clientaboutsurvey (3)Booked MSreferral fromClientConnectTransactionsUpgradedan accountto save onDebit FeesBooked 5AppointmentstodayClientcomplimentedyour smile /positiveattitudeBooked aclient fortheirupcomingGIC renewalYou get acomplimenton yourattention todetailShowed a clienthow they cansave moneywith ValueProgram.Youmentioned theclient can adda comment tothe surveyBookan MSreferralTold clientaboutsurvey (2)Processed atransactionwith OLBinstead ofWicket.Told clientaboutsurvey (1)Booked IRPreferral fromClientConnectTransactionsShowed aclient how topay a billusingOLB/ATMPrinted 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBShow theclient how theirtransactioncan be easywith OLBIdentified anIRP referralfrom ClientConnectBooked a debtconsolidationbecause ofClient ConnectMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient for theirupcomingmortgagerenewalFixed aproblem for theclient and toldthem about thesurvey.Bookan IRPreferralTold clientaboutsurvey (3)Booked MSreferral fromClientConnectTransactionsUpgradedan accountto save onDebit FeesBooked 5AppointmentstodayClientcomplimentedyour smile /positiveattitudeBooked aclient fortheirupcomingGIC renewalYou get acomplimenton yourattention todetailShowed a clienthow they cansave moneywith ValueProgram.Youmentioned theclient can adda comment tothe surveyBookan MSreferralTold clientaboutsurvey (2)Processed atransactionwith OLBinstead ofWicket.Told clientaboutsurvey (1)Booked IRPreferral fromClientConnectTransactionsShowed aclient how topay a billusingOLB/ATMPrinted 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBShow theclient how theirtransactioncan be easywith OLBIdentified 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. Booked a debt consolidation because of Client Connect
  2. Mentioned survey was about your performance and client said they would give you perfect.
  3. Booked a client for their upcoming mortgage renewal
  4. Fixed a problem for the client and told them about the survey.
  5. Book an IRP referral
  6. Told client about survey (3)
  7. Booked MS referral from Client Connect Transactions
  8. Upgraded an account to save on Debit Fees
  9. Booked 5 Appointments today
  10. Client complimented your smile / positive attitude
  11. Booked a client for their upcoming GIC renewal
  12. You get a compliment on your attention to detail
  13. Showed a client how they can save money with Value Program.
  14. You mentioned the client can add a comment to the survey
  15. Book an MS referral
  16. Told client about survey (2)
  17. Processed a transaction with OLB instead of Wicket.
  18. Told client about survey (1)
  19. Booked IRP referral from Client Connect Transactions
  20. Showed a client how to pay a bill using OLB/ATM
  21. Printed 2 Client Connect Transactions showing outside Mortgage
  22. Registered a client for OLB
  23. Show the client how their transaction can be easy with OLB
  24. Identified an IRP referral from Client Connect