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