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