Share asuccess storyin the Hype UpChat aroundyour follow upUpdate1 KYCHighlightedor made a listof Checkingand Savingsfollow-ups.Make 5FollowUp CallsBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekReviewed/PrintedIndividual MXPNfrom 2/10-4/12Co-Browsedto help acustomeractivate theircredit cardWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Make 5followup callsWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Set a futureappointmentfor FollowUpAchievedepthduring afollow upShared withyour BM howmany followup calls youneed to makeShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatCo-Browsedto help acustomeractivate theirdebit cardCo-Browsedto show acustomercash backdealsEnsured thatALL 9 learningactivities arecomplete onSharePoint siteBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Make 5FollowUp CallsCo-Browsed tohelp acustomerswitch theirdirect deposit tousBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____BRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodCo-Browsedto help aclient viewtheir directdeposit formShare asuccess storyin the Hype UpChat aroundyour follow upUpdate1 KYCHighlightedor made a listof Checkingand Savingsfollow-ups.Make 5FollowUp CallsBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekReviewed/PrintedIndividual MXPNfrom 2/10-4/12Co-Browsedto help acustomeractivate theircredit cardWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Make 5followup callsWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Set a futureappointmentfor FollowUpAchievedepthduring afollow upShared withyour BM howmany followup calls youneed to makeShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatCo-Browsedto help acustomeractivate theirdebit cardCo-Browsedto show acustomercash backdealsEnsured thatALL 9 learningactivities arecomplete onSharePoint siteBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Make 5FollowUp CallsCo-Browsed tohelp acustomerswitch theirdirect deposit tousBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____BRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodCo-Browsedto help aclient viewtheir directdeposit form

Qualifier BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
O
2
B
3
N
4
G
5
G
6
B
7
O
8
G
9
N
10
B
11
I
12
N
13
G
14
N
15
I
16
O
17
I
18
B
19
I
20
G
21
O
22
O
23
I
24
B
  1. O-Share a success story in the Hype Up Chat around your follow up
  2. B-Update 1 KYC
  3. N-Highlighted or made a list of Checking and Savings follow-ups.
  4. G-Make 5 Follow Up Calls
  5. G-BRANCH: Printed SARV report and came up with plan to call on all non-activated cards during Power Week
  6. B-Reviewed/Printed Individual MXPN from 2/10-4/12
  7. O-Co-Browsed to help a customer activate their credit card
  8. G-Write down your branch Turbocharged opportunity from Huddle PowerPoint 4/15 ___
  9. N-Make 5 follow up calls
  10. B-Write down your branch current PTG for the campaign from Huddle PowerPoint ________
  11. I-Set a future appointment for Follow Up
  12. N-Achieve depth during a follow up
  13. G-Shared with your BM how many follow up calls you need to make
  14. N-Share one thing learned while doing campaign activities with team or on Hype Up Chat
  15. I-Co-Browsed to help a customer activate their debit card
  16. O-Co-Browsed to show a customer cash back deals
  17. I-Ensured that ALL 9 learning activities are complete on SharePoint site
  18. B-BRANCH: Ensure all Welcome leads are assigned and worked on Monday (Credit cards and lending)
  19. I-Make 5 Follow Up Calls
  20. G-Co-Browsed to help a customer switch their direct deposit to us
  21. O-BRANCH: Had a morning huddle around your qualifier period strategy
  22. O-Write down your branch Credit Card Opportunity from Huddle PowerPoint 4/15 ____
  23. I-BRANCH: Review the Campaign SharePoint site or Huddle Deck from last week with team to ensure you understand the qualifier period
  24. B-Co-Browsed to help a client view their direct deposit form