Co-Browsed tohelp acustomerswitch theirdirect deposit tousMake 5FollowUp CallsBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Reviewed/PrintedIndividual MXPNfrom 2/10-4/12Make 5FollowUp CallsCo-Browsedto help aclient viewtheir directdeposit formEnsured thatALL 9 learningactivities arecomplete onSharePoint siteWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theircredit cardWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Co-Browsedto help acustomeractivate theirdebit cardUpdate1 KYCMake 5followup callsBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyAchievedepthduring afollow upShare asuccess storyin the Hype UpChat aroundyour follow upShared withyour BM howmany followup calls youneed to makeShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekHighlightedor made a listof Checkingand Savingsfollow-ups.BRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Co-Browsedto show acustomercash backdealsSet a futureappointmentfor FollowUpCo-Browsed tohelp acustomerswitch theirdirect deposit tousMake 5FollowUp CallsBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Reviewed/PrintedIndividual MXPNfrom 2/10-4/12Make 5FollowUp CallsCo-Browsedto help aclient viewtheir directdeposit formEnsured thatALL 9 learningactivities arecomplete onSharePoint siteWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theircredit cardWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Co-Browsedto help acustomeractivate theirdebit cardUpdate1 KYCMake 5followup callsBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyAchievedepthduring afollow upShare asuccess storyin the Hype UpChat aroundyour follow upShared withyour BM howmany followup calls youneed to makeShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekHighlightedor made a listof Checkingand Savingsfollow-ups.BRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Co-Browsedto show acustomercash backdealsSet a futureappointmentfor FollowUp

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