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