Sold Playbook HVAC Product Order # ______________ Created a case in Salesforce Case # __________ Created a Special Orders Case Case # ___________ Displayed confidence throughout customer call Phone #/Date _____________ Sold Toilet and/or toilet repair parts Order # ___________ Entered and emailed a quote to a customer Quote # _____________ Introduced and sold the value of new product during call Phone #/Date _____________ Overcame customer objection Phone #/Date __________ Pivoted from service call to a sales call Phone #/Date __________ Discovered a Renovations Plus Opportunity Account #/Opportunity Name _______________ Signed customer up for a subscription Acct # ___________ First to identify weekly Sales Playbook was published Date _____________ Upsold or cross sold items during call Phone#/Date ___________ Discovered and created an opportunity Acct #/Date/Name ______________ Discussed a campaign opportunity during a call Phone#/Date/Opp _____________ Used a conversation technique in a sales call Technique/Phone number/Date _____________ Learned name of decision makers during a call Phone #/Date ______________ Scheduled follow up call during initial call Phone number ____________ Closed the sale during the call Phone #/Date __________ Used Prodcat to Introduce and got customer to engage in new product category (no prior purchases) Phone #/Date _________________ Found and provided order status to customer during call Phone #/Date _______________ Sold a Q2 Promo appliance Order #_________ Turned customer "no" into a "yes" based on positioning of product/service Phone#/Date ________________ Sold a fabricated product Order # ___________ Sold Playbook HVAC Product Order # ______________ Created a case in Salesforce Case # __________ Created a Special Orders Case Case # ___________ Displayed confidence throughout customer call Phone #/Date _____________ Sold Toilet and/or toilet repair parts Order # ___________ Entered and emailed a quote to a customer Quote # _____________ Introduced and sold the value of new product during call Phone #/Date _____________ Overcame customer objection Phone #/Date __________ Pivoted from service call to a sales call Phone #/Date __________ Discovered a Renovations Plus Opportunity Account #/Opportunity Name _______________ Signed customer up for a subscription Acct # ___________ First to identify weekly Sales Playbook was published Date _____________ Upsold or cross sold items during call Phone#/Date ___________ Discovered and created an opportunity Acct #/Date/Name ______________ Discussed a campaign opportunity during a call Phone#/Date/Opp _____________ Used a conversation technique in a sales call Technique/Phone number/Date _____________ Learned name of decision makers during a call Phone #/Date ______________ Scheduled follow up call during initial call Phone number ____________ Closed the sale during the call Phone #/Date __________ Used Prodcat to Introduce and got customer to engage in new product category (no prior purchases) Phone #/Date _________________ Found and provided order status to customer during call Phone #/Date _______________ Sold a Q2 Promo appliance Order #_________ Turned customer "no" into a "yes" based on positioning of product/service Phone#/Date ________________ Sold a fabricated product Order # ___________
(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.
Sold Playbook HVAC Product
Order #
______________
Created a case in Salesforce
Case #
__________
Created a Special Orders Case
Case #
___________
Displayed confidence throughout customer call
Phone #/Date
_____________
Sold Toilet and/or toilet repair parts
Order #
___________
Entered and emailed a quote to a customer
Quote #
_____________
Introduced and sold the value of new product during call
Phone #/Date
_____________
Overcame customer objection
Phone #/Date
__________
Pivoted from service call to a sales call
Phone #/Date
__________
Discovered a Renovations Plus Opportunity
Account #/Opportunity Name
_______________
Signed customer up for a subscription
Acct #
___________
First to identify weekly Sales Playbook was published
Date
_____________
Upsold or cross sold items during call
Phone#/Date
___________
Discovered and created an
opportunity
Acct #/Date/Name
______________
Discussed a campaign opportunity during a call
Phone#/Date/Opp
_____________
Used a conversation technique in a sales call
Technique/Phone number/Date
_____________
Learned name of decision makers during a call
Phone #/Date
______________
Scheduled follow up call during initial call
Phone number
____________
Closed the sale during the call
Phone #/Date
__________
Used Prodcat to Introduce and got customer to engage in new product category (no prior purchases)
Phone #/Date
_________________
Found and provided order status to customer during call
Phone #/Date
_______________
Sold a Q2 Promo appliance
Order #_________
Turned customer "no" into a "yes" based on positioning of product/service
Phone#/Date
________________
Sold a fabricated product
Order #
___________