Reviewed/PrintedIndividual MXPNfrom 2/10-4/12Shared withyour BM howmany followup calls youneed to makeBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Co-Browsedto help aclient viewtheir directdeposit formMake 5FollowUp CallsSet a futureappointmentfor FollowUpCo-Browsed tohelp acustomerswitch theirdirect deposit tousCo-Browsedto help acustomeractivate theirdebit cardUpdate1 KYCBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Write down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Highlightedor made a listof Checkingand Savingsfollow-ups.Co-Browsedto show acustomercash backdealsShare asuccess storyin the Hype UpChat aroundyour follow upMake 5FollowUp CallsCo-Browsedto help acustomeractivate theircredit cardAchievedepthduring afollow upBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodEnsured thatALL 9 learningactivities arecomplete onSharePoint siteWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Share one thinglearned whiledoing campaignactivities withteam or onHype Up ChatMake 5followup callsBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekReviewed/PrintedIndividual MXPNfrom 2/10-4/12Shared withyour BM howmany followup calls youneed to makeBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Co-Browsedto help aclient viewtheir directdeposit formMake 5FollowUp CallsSet a futureappointmentfor FollowUpCo-Browsed tohelp acustomerswitch theirdirect deposit tousCo-Browsedto help acustomeractivate theirdebit cardUpdate1 KYCBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Write down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Highlightedor made a listof Checkingand Savingsfollow-ups.Co-Browsedto show acustomercash backdealsShare asuccess storyin the Hype UpChat aroundyour follow upMake 5FollowUp CallsCo-Browsedto help acustomeractivate theircredit cardAchievedepthduring afollow upBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodEnsured thatALL 9 learningactivities arecomplete onSharePoint siteWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Share one thinglearned whiledoing campaignactivities withteam or onHype Up ChatMake 5followup callsBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeek

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