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