Reviewed/PrintedIndividual MXPNfrom 2/10-4/12Write down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theircredit cardEnsured thatALL 9 learningactivities arecomplete onSharePoint siteUpdate1 KYCShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodAchievedepthduring afollow upCo-Browsedto help aclient viewtheir directdeposit formShare asuccess storyin the Hype UpChat aroundyour follow upCo-Browsedto help acustomeractivate theirdebit cardShared withyour BM howmany followup calls youneed to makeHighlightedor made a listof Checkingand Savingsfollow-ups.Write down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Co-Browsed tohelp acustomerswitch theirdirect deposit tousBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyMake 5FollowUp CallsSet a futureappointmentfor FollowUpBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekCo-Browsedto show acustomercash backdealsBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Make 5followup callsMake 5FollowUp CallsWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Reviewed/PrintedIndividual MXPNfrom 2/10-4/12Write down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theircredit cardEnsured thatALL 9 learningactivities arecomplete onSharePoint siteUpdate1 KYCShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodAchievedepthduring afollow upCo-Browsedto help aclient viewtheir directdeposit formShare asuccess storyin the Hype UpChat aroundyour follow upCo-Browsedto help acustomeractivate theirdebit cardShared withyour BM howmany followup calls youneed to makeHighlightedor made a listof Checkingand Savingsfollow-ups.Write down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Co-Browsed tohelp acustomerswitch theirdirect deposit tousBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyMake 5FollowUp CallsSet a futureappointmentfor FollowUpBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekCo-Browsedto show acustomercash backdealsBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Make 5followup callsMake 5FollowUp CallsWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____

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