Saved an account from attrition Avg 10 IB/day Position a 529 and education snapshot Review 1 RM/day with client (lead check) Averaged 25 calls/day for the week Enrolled someone in Preferred Rewards Sent a Global Recognition Card Zero missed appointment 2nd att Roadmap campaigns Solicited NM via Bonus Offer or PR WOW improvement on actual Prod % 3 hours of talk time at least one day No full day below 1.5 hrs talk time Mailed/ Emailed a client a LP white paper Introduced client to the budget worksheet Sol NM via roadmap a/c________ Completed all July MyLearning 2016 Ann Compliance Discussion video Averaged 25 calls/day Received a 10 on a survey Logged Volunteer Hours for July Updated tracker daily (verified by lead) All appts called within 5 min SLA 2nd att Aug MESP review cpgn Saved an account from attrition Avg 10 IB/day Position a 529 and education snapshot Review 1 RM/day with client (lead check) Averaged 25 calls/day for the week Enrolled someone in Preferred Rewards Sent a Global Recognition Card Zero missed appointment 2nd att Roadmap campaigns Solicited NM via Bonus Offer or PR WOW improvement on actual Prod % 3 hours of talk time at least one day No full day below 1.5 hrs talk time Mailed/ Emailed a client a LP white paper Introduced client to the budget worksheet Sol NM via roadmap a/c________ Completed all July MyLearning 2016 Ann Compliance Discussion video Averaged 25 calls/day Received a 10 on a survey Logged Volunteer Hours for July Updated tracker daily (verified by lead) All appts called within 5 min SLA 2nd att Aug MESP review cpgn
(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.
Saved an account from attrition
Avg 10 IB/day
Position a 529 and education snapshot
Review 1 RM/day with client
(lead check)
Averaged 25 calls/day for the week
Enrolled someone in Preferred Rewards
Sent a Global Recognition Card
Zero missed appointment
2nd att Roadmap campaigns
Solicited NM via Bonus Offer or PR
WOW improvement
on actual Prod %
3 hours of talk time at least one day
No full day below 1.5 hrs talk time
Mailed/
Emailed a client a LP white paper
Introduced client to the budget worksheet
Sol NM via roadmap
a/c________
Completed all July MyLearning
2016 Ann Compliance Discussion video
Averaged 25 calls/day
Received a 10 on a survey
Logged Volunteer Hours for July
Updated tracker daily (verified by lead)
All appts called within 5 min SLA
2nd att Aug MESP review cpgn