Update1 KYCBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodMake 5followup callsWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Write down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Write down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Make 5FollowUp CallsCo-Browsedto help acustomeractivate theircredit cardHighlightedor made a listof Checkingand Savingsfollow-ups.Co-Browsed tohelp acustomerswitch theirdirect deposit tousEnsured thatALL 9 learningactivities arecomplete onSharePoint siteBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyCo-Browsedto help acustomeractivate theirdebit cardSet a futureappointmentfor FollowUpBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekCo-Browsedto help aclient viewtheir directdeposit formMake 5FollowUp CallsCo-Browsedto show acustomercash backdealsAchievedepthduring afollow upShared withyour BM howmany followup calls youneed to makeReviewed/PrintedIndividual MXPNfrom 2/10-4/12BRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Share one thinglearned whiledoing campaignactivities withteam or onHype Up ChatShare asuccess storyin the Hype UpChat aroundyour follow upUpdate1 KYCBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodMake 5followup callsWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Write down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Write down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Make 5FollowUp CallsCo-Browsedto help acustomeractivate theircredit cardHighlightedor made a listof Checkingand Savingsfollow-ups.Co-Browsed tohelp acustomerswitch theirdirect deposit tousEnsured thatALL 9 learningactivities arecomplete onSharePoint siteBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyCo-Browsedto help acustomeractivate theirdebit cardSet a futureappointmentfor FollowUpBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekCo-Browsedto help aclient viewtheir directdeposit formMake 5FollowUp CallsCo-Browsedto show acustomercash backdealsAchievedepthduring afollow upShared withyour BM howmany followup calls youneed to makeReviewed/PrintedIndividual MXPNfrom 2/10-4/12BRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Share one thinglearned whiledoing campaignactivities withteam or onHype Up ChatShare asuccess storyin the Hype UpChat aroundyour follow up

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