Successfullyadvocate forpetinsurancewith a client.Sign up a3 clientsto PurinaVet DirectSend clienteducationhome orvia emailClean thebreakroom(includingMicrowave)Convert anOtto quoteinto abookedappointmentSchedule anappointmentfor a newclientCall 10lapsedclients &documentReceive apositivereview withyour name init.Forwardbook forvaccineboostersReorganizean areawithinreceptionConvert aphoneinquiry into abookedappointmentFollow upwith a clientpost-appointment.Encourage ahesitant clientto renew theirloyaltymembershipDiscussCryoprobewith a client& documentSchedule5 lapsedclientsCompletea VARLrequestDiscussLaserTherapy witha client &documentAll scans arecomplete &checked byEODLearn somethingnew about amedication wecarry & tellMorgan about it.On timeevery dayfor a weekSet up 3 NewClient accountswith fullPMH/NCFbefore day ofappt.Convertoutside Rxrequest toBlue RabbitHelp a clientsign up for theloyaltymembershipprogram inperson.Schedule afollow-upappointmentfor a petSuccessfullyadvocate forpetinsurancewith a client.Sign up a3 clientsto PurinaVet DirectSend clienteducationhome orvia emailClean thebreakroom(includingMicrowave)Convert anOtto quoteinto abookedappointmentSchedule anappointmentfor a newclientCall 10lapsedclients &documentReceive apositivereview withyour name init.Forwardbook forvaccineboostersReorganizean areawithinreceptionConvert aphoneinquiry into abookedappointmentFollow upwith a clientpost-appointment.Encourage ahesitant clientto renew theirloyaltymembershipDiscussCryoprobewith a client& documentSchedule5 lapsedclientsCompletea VARLrequestDiscussLaserTherapy witha client &documentAll scans arecomplete &checked byEODLearn somethingnew about amedication wecarry & tellMorgan about it.On timeevery dayfor a weekSet up 3 NewClient accountswith fullPMH/NCFbefore day ofappt.Convertoutside Rxrequest toBlue RabbitHelp a clientsign up for theloyaltymembershipprogram inperson.Schedule afollow-upappointmentfor a pet

CSR Bingo - Call List

(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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  1. Successfully advocate for pet insurance with a client.
  2. Sign up a 3 clients to Purina Vet Direct
  3. Send client education home or via email
  4. Clean the breakroom (including Microwave)
  5. Convert an Otto quote into a booked appointment
  6. Schedule an appointment for a new client
  7. Call 10 lapsed clients & document
  8. Receive a positive review with your name in it.
  9. Forward book for vaccine boosters
  10. Reorganize an area within reception
  11. Convert a phone inquiry into a booked appointment
  12. Follow up with a client post-appointment.
  13. Encourage a hesitant client to renew their loyalty membership
  14. Discuss Cryoprobe with a client & document
  15. Schedule 5 lapsed clients
  16. Complete a VARL request
  17. Discuss Laser Therapy with a client & document
  18. All scans are complete & checked by EOD
  19. Learn something new about a medication we carry & tell Morgan about it.
  20. On time every day for a week
  21. Set up 3 New Client accounts with full PMH/NCF before day of appt.
  22. Convert outside Rx request to Blue Rabbit
  23. Help a client sign up for the loyalty membership program in person.
  24. Schedule a follow-up appointment for a pet