Printed 2 ClientConnectTransactionsshowingoutsideMortgageTold clientaboutsurvey (1)Booked a debtconsolidationbecause ofClient ConnectFixed aproblem for theclient and toldthem about thesurvey.Booked 5AppointmentstodayBooked MSreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailBookan IRPreferralBooked IRPreferral fromClientConnectTransactionsYoumentioned theclient can adda comment tothe surveyProcessed atransactionwith OLBinstead ofWicket.Bookan MSreferralUpgradedan accountto save onDebit FeesRegistereda client forOLBMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient for theirupcomingmortgagerenewalShow theclient how theirtransactioncan be easywith OLBShowed aclient how topay a billusingOLB/ATMShowed a clienthow they cansave moneywith ValueProgram.Told clientaboutsurvey (3)Clientcomplimentedyour smile /positiveattitudeTold clientaboutsurvey (2)Identified anIRP referralfrom ClientConnectBooked aclient fortheirupcomingGIC renewalPrinted 2 ClientConnectTransactionsshowingoutsideMortgageTold clientaboutsurvey (1)Booked a debtconsolidationbecause ofClient ConnectFixed aproblem for theclient and toldthem about thesurvey.Booked 5AppointmentstodayBooked MSreferral fromClientConnectTransactionsYou get acomplimenton yourattention todetailBookan IRPreferralBooked IRPreferral fromClientConnectTransactionsYoumentioned theclient can adda comment tothe surveyProcessed atransactionwith OLBinstead ofWicket.Bookan MSreferralUpgradedan accountto save onDebit FeesRegistereda client forOLBMentioned surveywas about yourperformance andclient said theywould give youperfect.Booked aclient for theirupcomingmortgagerenewalShow theclient how theirtransactioncan be easywith OLBShowed aclient how topay a billusingOLB/ATMShowed a clienthow they cansave moneywith ValueProgram.Told clientaboutsurvey (3)Clientcomplimentedyour smile /positiveattitudeTold clientaboutsurvey (2)Identified anIRP referralfrom ClientConnectBooked aclient fortheirupcomingGIC renewal

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