Co-Browsedto show acustomercash backdealsCo-Browsedto help aclient viewtheir directdeposit formWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Set a futureappointmentfor FollowUpAchievedepthduring afollow upBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodCo-Browsedto help acustomeractivate theircredit cardCo-Browsed tohelp acustomerswitch theirdirect deposit tousEnsured thatALL 9 learningactivities arecomplete onSharePoint siteBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Write down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Make 5followup callsUpdate1 KYCReviewed/PrintedIndividual MXPNfrom 2/10-4/12Make 5FollowUp CallsShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatHighlightedor made a listof Checkingand Savingsfollow-ups.BRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Co-Browsedto help acustomeractivate theirdebit cardShare asuccess storyin the Hype UpChat aroundyour follow upMake 5FollowUp CallsShared withyour BM howmany followup calls youneed to makeCo-Browsedto show acustomercash backdealsCo-Browsedto help aclient viewtheir directdeposit formWrite down yourbranchTurbochargedopportunity fromHuddlePowerPoint 4/15___Set a futureappointmentfor FollowUpAchievedepthduring afollow upBRANCH: Reviewthe CampaignSharePoint site orHuddle Deck fromlast week with teamto ensure youunderstand thequalifier periodCo-Browsedto help acustomeractivate theircredit cardCo-Browsed tohelp acustomerswitch theirdirect deposit tousEnsured thatALL 9 learningactivities arecomplete onSharePoint siteBRANCH: Hada morninghuddle aroundyour qualifierperiod strategyBRANCH: PrintedSARV report andcame up with planto call on all non-activated cardsduring PowerWeekWrite down yourbranch currentPTG for thecampaign fromHuddlePowerPoint________Write down yourbranch CreditCard Opportunityfrom HuddlePowerPoint 4/15____Make 5followup callsUpdate1 KYCReviewed/PrintedIndividual MXPNfrom 2/10-4/12Make 5FollowUp CallsShare one thinglearned whiledoing campaignactivities withteam or onHype Up ChatHighlightedor made a listof Checkingand Savingsfollow-ups.BRANCH: Ensureall Welcome leadsare assigned andworked onMonday (Creditcards and lending)Co-Browsedto help acustomeractivate theirdebit cardShare asuccess storyin the Hype UpChat aroundyour follow upMake 5FollowUp CallsShared withyour BM howmany followup calls youneed to make

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