Mailed/ Emailed a client a LP white paper Solicited NM via Bonus Offer or PR Sent a Global Recognition Card Updated a RF/PRF Roadmap Position a 529 and education snapshot Averaged 12 in/18 outbound calls daily Positioned a HELOC/Refi Updated tracker daily (verified by lead) Signed off on clean desk daily WOW improvement on actual Prod % Presented a topic in Coach's Corner 3 hours of talk time at least one day Enrolled someone in Preferred Rewards Attended Top Knot Thursday (until 7pm) Logged Volunteer Hours for June Got a "Pat on the Back" Survey Completed 1st attempt MESP Reviews Introduced client to the budget worksheet Sol NM via leveraging roadmap Received a 10 on a survey Attended Coach's Corner Completed all June MyLearning Introduced yourself to someone in Core 1 Saved an account from attrition Mailed/ Emailed a client a LP white paper Solicited NM via Bonus Offer or PR Sent a Global Recognition Card Updated a RF/PRF Roadmap Position a 529 and education snapshot Averaged 12 in/18 outbound calls daily Positioned a HELOC/Refi Updated tracker daily (verified by lead) Signed off on clean desk daily WOW improvement on actual Prod % Presented a topic in Coach's Corner 3 hours of talk time at least one day Enrolled someone in Preferred Rewards Attended Top Knot Thursday (until 7pm) Logged Volunteer Hours for June Got a "Pat on the Back" Survey Completed 1st attempt MESP Reviews Introduced client to the budget worksheet Sol NM via leveraging roadmap Received a 10 on a survey Attended Coach's Corner Completed all June MyLearning Introduced yourself to someone in Core 1 Saved an account from attrition
(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.
Mailed/
Emailed a client a LP white paper
Solicited NM via Bonus Offer or PR
Sent a Global Recognition Card
Updated a RF/PRF Roadmap
Position a 529 and education snapshot
Averaged 12 in/18 outbound calls daily
Positioned a HELOC/Refi
Updated tracker daily (verified by lead)
Signed off on clean desk daily
WOW improvement
on actual Prod %
Presented a topic in Coach's Corner
3 hours of talk time at least one day
Enrolled someone in Preferred Rewards
Attended Top Knot Thursday (until 7pm)
Logged Volunteer Hours for June
Got a "Pat on the Back" Survey
Completed 1st attempt MESP Reviews
Introduced client to the budget worksheet
Sol NM via leveraging roadmap
Received a 10 on a survey
Attended Coach's Corner
Completed all June MyLearning
Introduced yourself to someone in Core 1
Saved an account from attrition