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