BRANCH: Hada morninghuddle aroundyour qualifierperiod strategyAchievedepthduring afollow upMake 5FollowUp CallsBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodCo-Browsedto help acustomeractivate theircredit cardBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekShared withyour BM howmany followup calls youneed to makeCo-Browsedto help aclient viewtheir directdeposit formSet a futureappointmentfor FollowUpMake 5FollowUp CallsUpdate1 KYCWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theirdebit cardWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Co-Browsedto show acustomercash backdealsShare asuccess storyin the Hype UpChat aroundyour follow upCo-Browsed tohelp acustomerswitch theirdirect deposit tousBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Write down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Reviewed/PrintedIndividual MXPNfrom 2/10-4/12Make 5followup callsEnsured thatALL 9 learningactivities arecomplete onSharePoint siteShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatHighlightedor made a listof Checkingand Savingsfollow-ups.BRANCH: Hada morninghuddle aroundyour qualifierperiod strategyAchievedepthduring afollow upMake 5FollowUp CallsBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodCo-Browsedto help acustomeractivate theircredit cardBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekShared withyour BM howmany followup calls youneed to makeCo-Browsedto help aclient viewtheir directdeposit formSet a futureappointmentfor FollowUpMake 5FollowUp CallsUpdate1 KYCWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theirdebit cardWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Co-Browsedto show acustomercash backdealsShare asuccess storyin the Hype UpChat aroundyour follow upCo-Browsed tohelp acustomerswitch theirdirect deposit tousBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Write down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Reviewed/PrintedIndividual MXPNfrom 2/10-4/12Make 5followup callsEnsured thatALL 9 learningactivities arecomplete onSharePoint siteShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatHighlightedor made a listof Checkingand Savingsfollow-ups.

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