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