"Welcome to Premier" 3X Send out 5 CC fliers Input notes or an introduction into CallTrax 5X Talk to a client who doesn't have one about getting a debit card. Use 2 of the scripts that Brittany sent out in Q1 email Share something you learn in an email to the team Inform a client about bill- pay Offer a non-client a checking account Review a SM profile with Sonya or Michelle Talk to someone about Wealth Give out a sucker or dog treat Talk to someone about online/mobile banking Hold the door for a client Do a To-Do task Send a card to a client thanking then Send a TEAM Card Talk to a business client about TM Answer the phone before the 3rd ring 2X Email the team of a success you had Run a transit batch for everyone Tell someone to have a great day! Set an apt for RB Use a customer's name during the conversation 5X Follow-up on a pending referral "Welcome to Premier" 3X Send out 5 CC fliers Input notes or an introduction into CallTrax 5X Talk to a client who doesn't have one about getting a debit card. Use 2 of the scripts that Brittany sent out in Q1 email Share something you learn in an email to the team Inform a client about bill- pay Offer a non-client a checking account Review a SM profile with Sonya or Michelle Talk to someone about Wealth Give out a sucker or dog treat Talk to someone about online/mobile banking Hold the door for a client Do a To-Do task Send a card to a client thanking then Send a TEAM Card Talk to a business client about TM Answer the phone before the 3rd ring 2X Email the team of a success you had Run a transit batch for everyone Tell someone to have a great day! Set an apt for RB Use a customer's name during the conversation 5X Follow-up on a pending referral
(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.
"Welcome to Premier" 3X
Send out 5 CC fliers
Input notes or an introduction into CallTrax 5X
Talk to a client who doesn't have one about getting a debit card.
Use 2 of the scripts that Brittany sent out in Q1 email
Share something you learn in an email to the team
Inform a client about bill-pay
Offer a non-client a checking account
Review a SM profile with Sonya or Michelle
Talk to someone about Wealth
Give out a sucker or dog treat
Talk to someone about online/mobile banking
Hold the door for a client
Do a To-Do task
Send a card to a client thanking then
Send a TEAM Card
Talk to a business client about TM
Answer the phone before the 3rd ring 2X
Email the team of a success you had
Run a transit batch for everyone
Tell someone to have a great day!
Set an apt for RB
Use a customer's name during the conversation 5X
Follow-up on a pending referral