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