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