Write down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Co-Browsedto show acustomercash backdealsCo-Browsedto help acustomeractivate theircredit cardShare asuccess storyin the Hype UpChat aroundyour follow upReviewed/PrintedIndividual MXPNfrom 2/10-4/12Highlightedor made a listof Checkingand Savingsfollow-ups.Make 5FollowUp CallsBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodSet a futureappointmentfor FollowUpCo-Browsedto help aclient viewtheir directdeposit formUpdate1 KYCAchievedepthduring afollow upShared withyour BM howmany followup calls youneed to makeWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Write down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________BRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekMake 5followup callsMake 5FollowUp CallsBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)BRANCH: Hada morninghuddle aroundyour qualifierperiod strategyShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatCo-Browsed tohelp acustomerswitch theirdirect deposit tousCo-Browsedto help acustomeractivate theirdebit cardEnsured thatALL 9 learningactivities arecomplete onSharePoint siteWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Co-Browsedto show acustomercash backdealsCo-Browsedto help acustomeractivate theircredit cardShare asuccess storyin the Hype UpChat aroundyour follow upReviewed/PrintedIndividual MXPNfrom 2/10-4/12Highlightedor made a listof Checkingand Savingsfollow-ups.Make 5FollowUp CallsBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodSet a futureappointmentfor FollowUpCo-Browsedto help aclient viewtheir directdeposit formUpdate1 KYCAchievedepthduring afollow upShared withyour BM howmany followup calls youneed to makeWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Write down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________BRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekMake 5followup callsMake 5FollowUp CallsBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)BRANCH: Hada morninghuddle aroundyour qualifierperiod strategyShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatCo-Browsed tohelp acustomerswitch theirdirect deposit tousCo-Browsedto help acustomeractivate theirdebit cardEnsured thatALL 9 learningactivities arecomplete onSharePoint site

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