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