(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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3 Immediate in person introductions to the FA in one week
Schedule 6 customer appts for FA
6 Referrals from outbound calling
5 Outbound calls for Wealth in one day
3 Referrals from Outbound Calling
Total
Booked business over $500,000
Make 10 Outbound calls for Finance Friday
Booked Business $100,000
10 Referrals
Total
Booked business over $100,000
Turn a CD/Savings Account Inquiry into Wealth Referral
Referral for 401K Rollover opportunity
Introduce a Small Business Owner looking for retirement planning
5 Immediate Introductions over the phone
20 Referrals
Qualified High Net Worth Referral (above $750,000)
Booked Business $50,000
3 Referral from Outbound Calling
Booked Business $150,000
6 Immediate Introductions in person
3
Referrals
5 Wealth Referrals
Turn a Service Interaction into Qualified Wealth Referral
