Told clientaboutsurvey (1)Identified anIRP referralfrom ClientConnectShowed aclient how topay a billusingOLB/ATMBooked aclient fortheirupcomingGIC renewalBookan IRPreferralShowed a clienthow they cansave moneywith ValueProgram.Processed atransactionwith OLBinstead ofWicket.Registereda client forOLBYou get acomplimenton yourattention todetailBooked 5AppointmentstodayYoumentioned theclient can adda comment tothe surveyBookan MSreferralBooked MSreferral fromClientConnectTransactionsUpgradedan accountto save onDebit FeesBooked IRPreferral fromClientConnectTransactionsFixed aproblem for theclient and toldthem about thesurvey.Show theclient how theirtransactioncan be easywith OLBTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectBooked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (3)Printed 2 ClientConnectTransactionsshowingoutsideMortgageClientcomplimentedyour smile /positiveattitudeMentioned surveywas about yourperformance andclient said theywould give youperfect.Told clientaboutsurvey (1)Identified anIRP referralfrom ClientConnectShowed aclient how topay a billusingOLB/ATMBooked aclient fortheirupcomingGIC renewalBookan IRPreferralShowed a clienthow they cansave moneywith ValueProgram.Processed atransactionwith OLBinstead ofWicket.Registereda client forOLBYou get acomplimenton yourattention todetailBooked 5AppointmentstodayYoumentioned theclient can adda comment tothe surveyBookan MSreferralBooked MSreferral fromClientConnectTransactionsUpgradedan accountto save onDebit FeesBooked IRPreferral fromClientConnectTransactionsFixed aproblem for theclient and toldthem about thesurvey.Show theclient how theirtransactioncan be easywith OLBTold clientaboutsurvey (2)Booked a debtconsolidationbecause ofClient ConnectBooked aclient for theirupcomingmortgagerenewalTold clientaboutsurvey (3)Printed 2 ClientConnectTransactionsshowingoutsideMortgageClientcomplimentedyour smile /positiveattitudeMentioned surveywas about yourperformance andclient said theywould give youperfect.

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