Co-Browsedto show acustomercash backdealsUpdate1 KYCBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Make 5FollowUp CallsSet a futureappointmentfor FollowUpMake 5FollowUp CallsHighlightedor made a listof Checkingand Savingsfollow-ups.Co-Browsedto help aclient viewtheir directdeposit formBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Co-Browsedto help acustomeractivate theirdebit cardAchievedepthduring afollow upShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekShared withyour BM howmany followup calls youneed to makeBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyReviewed/PrintedIndividual MXPNfrom 2/10-4/12Write down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theircredit cardMake 5followup callsShare asuccess storyin the Hype UpChat aroundyour follow upEnsured thatALL 9 learningactivities arecomplete onSharePoint siteWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Co-Browsed tohelp acustomerswitch theirdirect deposit tousCo-Browsedto show acustomercash backdealsUpdate1 KYCBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Make 5FollowUp CallsSet a futureappointmentfor FollowUpMake 5FollowUp CallsHighlightedor made a listof Checkingand Savingsfollow-ups.Co-Browsedto help aclient viewtheir directdeposit formBRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Co-Browsedto help acustomeractivate theirdebit cardAchievedepthduring afollow upShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekShared withyour BM howmany followup calls youneed to makeBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyReviewed/PrintedIndividual MXPNfrom 2/10-4/12Write down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Co-Browsedto help acustomeractivate theircredit cardMake 5followup callsShare asuccess storyin the Hype UpChat aroundyour follow upEnsured thatALL 9 learningactivities arecomplete onSharePoint siteWrite down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Co-Browsed tohelp acustomerswitch theirdirect deposit tous

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