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