(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.
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SCHEDULE 6 CUSTOMER APPOINTMENTS WITH THE F.A
IDENTIFY A SMALL OWNER LOOKING FOR RETIREMENT PLANNING
IDENTIFY A REFERRAL FOR A CLINET TRANSITIONING CAREERS
MORE THAN 30 REFERRALS IN THE QUARTER
MAKE 3 OUTBOUND CALLS FOCUSED ON WEALTH OPPORTUNTIES IN ONE DAY
REFERRAL FOR A 401(K) ROLLEOVER OPORTUNITY
MORETHAN 20 REFERRAL IN THE QUARTER
3 REFERRAL FROM OUTBOUND CALLING
6 IMMEDIATE IN PERSON INTRODUCTION TO THE F.A IN A WEEK
3 IMMEDIATE INTODUCTION TO THE F.A OVER THE PHONE IN A WEEK
COLLABORATE WITH TEAMMATE ON A REFERRAL LEADING TO BOOKED BUSINESS
3 IMMEDIATE IN PERSON INTRODUCTION TO THE FA IN A WEEK
BOOKED BUSINESS $100,000
TURN A CD/SAVINGS ACCOUNT INQUIRY INTO A WEALTH REFERRAL
SCHEDULE 3 CUSTOMER APPOINTMENTS WITH THE F.A
6 REFERRAL FROM OUTBOUND CALLING
5 WEALTH REFERRALS IN ONE WEEK
ASSIT IN BOOKING BUSINESS OVER $500,000 IN ONE QUARTER
BOOKED BUSINNESS OVER $50,000
TURN A SERVICE INTERACTION INTO A WEALTH REFERRAL
MAKE 10 OUTBOUND CALLS FOCUSED O WEALTH OPPORTUNITES IN ONE DAY
5 IMMEDIATE INTRODUCTION TO THE F.A OVER THE PHONE A WEEK