Upgradedan accountto save onDebit FeesTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectBookan MSreferralBooked MSreferral fromClientConnectTransactionsTold clientaboutsurvey (1)Youmentioned theclient can adda comment tothe surveyBookan IRPreferralClientcomplimentedyour smile /positiveattitudeShowed aclient how topay a billusingOLB/ATMIdentified anIRP referralfrom ClientConnectShow theclient how theirtransactioncan be easywith OLBFixed aproblem for theclient and toldthem about thesurvey.Booked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayPrinted 2 ClientConnectTransactionsshowingoutsideMortgageMentioned surveywas about yourperformance andclient said theywould give youperfect.Told clientaboutsurvey (3)You get acomplimenton yourattention todetailProcessed atransactionwith OLBinstead ofWicket.Booked aclient for theirupcomingmortgagerenewalBooked aclient fortheirupcomingGIC renewalRegistereda client forOLBShowed a clienthow they cansave moneywith ValueProgram.Upgradedan accountto save onDebit FeesTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectBookan MSreferralBooked MSreferral fromClientConnectTransactionsTold clientaboutsurvey (1)Youmentioned theclient can adda comment tothe surveyBookan IRPreferralClientcomplimentedyour smile /positiveattitudeShowed aclient how topay a billusingOLB/ATMIdentified anIRP referralfrom ClientConnectShow theclient how theirtransactioncan be easywith OLBFixed aproblem for theclient and toldthem about thesurvey.Booked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayPrinted 2 ClientConnectTransactionsshowingoutsideMortgageMentioned surveywas about yourperformance andclient said theywould give youperfect.Told clientaboutsurvey (3)You get acomplimenton yourattention todetailProcessed atransactionwith OLBinstead ofWicket.Booked aclient for theirupcomingmortgagerenewalBooked aclient fortheirupcomingGIC renewalRegistereda client forOLBShowed a clienthow they cansave moneywith ValueProgram.

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