Clientcomplimentedyour smile /positiveattitudeMentioned surveywas about yourperformance andclient said theywould give youperfect.Printed 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBTold clientaboutsurvey (2)Booked 5AppointmentstodayBooked aclient for theirupcomingmortgagerenewalBooked IRPreferral fromClientConnectTransactionsBooked aclient fortheirupcomingGIC renewalBooked MSreferral fromClientConnectTransactionsProcessed atransactionwith OLBinstead ofWicket.Showed a clienthow they cansave moneywith ValueProgram.Show theclient how theirtransactioncan be easywith OLBUpgradedan accountto save onDebit FeesIdentified anIRP referralfrom ClientConnectBooked a debtconsolidationbecause ofClient ConnectBookan IRPreferralYoumentioned theclient can adda comment tothe surveyBookan MSreferralTold clientaboutsurvey (3)Showed aclient how topay a billusingOLB/ATMTold clientaboutsurvey (1)Fixed aproblem for theclient and toldthem about thesurvey.You get acomplimenton yourattention todetailClientcomplimentedyour smile /positiveattitudeMentioned surveywas about yourperformance andclient said theywould give youperfect.Printed 2 ClientConnectTransactionsshowingoutsideMortgageRegistereda client forOLBTold clientaboutsurvey (2)Booked 5AppointmentstodayBooked aclient for theirupcomingmortgagerenewalBooked IRPreferral fromClientConnectTransactionsBooked aclient fortheirupcomingGIC renewalBooked MSreferral fromClientConnectTransactionsProcessed atransactionwith OLBinstead ofWicket.Showed a clienthow they cansave moneywith ValueProgram.Show theclient how theirtransactioncan be easywith OLBUpgradedan accountto save onDebit FeesIdentified anIRP referralfrom ClientConnectBooked a debtconsolidationbecause ofClient ConnectBookan IRPreferralYoumentioned theclient can adda comment tothe surveyBookan MSreferralTold clientaboutsurvey (3)Showed aclient how topay a billusingOLB/ATMTold clientaboutsurvey (1)Fixed aproblem for theclient and toldthem about thesurvey.You get acomplimenton yourattention todetail

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