Registereda client forOLBClientcomplimentedyour smile /positiveattitudeBooked a debtconsolidationbecause ofClient ConnectBooked aclient fortheirupcomingGIC renewalTold clientaboutsurvey (3)Told clientaboutsurvey (1)Fixed aproblem for theclient and toldthem about thesurvey.Upgradedan accountto save onDebit FeesYoumentioned theclient can adda comment tothe surveyYou get acomplimenton yourattention todetailMentioned surveywas about yourperformance andclient said theywould give youperfect.Bookan MSreferralBookan IRPreferralShowed a clienthow they cansave moneywith ValueProgram.Processed atransactionwith OLBinstead ofWicket.Booked MSreferral fromClientConnectTransactionsIdentified anIRP referralfrom ClientConnectPrinted 2 ClientConnectTransactionsshowingoutsideMortgageTold clientaboutsurvey (2)Booked aclient for theirupcomingmortgagerenewalBooked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayShowed aclient how topay a billusingOLB/ATMShow theclient how theirtransactioncan be easywith OLBRegistereda client forOLBClientcomplimentedyour smile /positiveattitudeBooked a debtconsolidationbecause ofClient ConnectBooked aclient fortheirupcomingGIC renewalTold clientaboutsurvey (3)Told clientaboutsurvey (1)Fixed aproblem for theclient and toldthem about thesurvey.Upgradedan accountto save onDebit FeesYoumentioned theclient can adda comment tothe surveyYou get acomplimenton yourattention todetailMentioned surveywas about yourperformance andclient said theywould give youperfect.Bookan MSreferralBookan IRPreferralShowed a clienthow they cansave moneywith ValueProgram.Processed atransactionwith OLBinstead ofWicket.Booked MSreferral fromClientConnectTransactionsIdentified anIRP referralfrom ClientConnectPrinted 2 ClientConnectTransactionsshowingoutsideMortgageTold clientaboutsurvey (2)Booked aclient for theirupcomingmortgagerenewalBooked IRPreferral fromClientConnectTransactionsBooked 5AppointmentstodayShowed aclient how topay a billusingOLB/ATMShow theclient how theirtransactioncan be easywith OLB

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