Send a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Find anopportunitywithin returnedsurvey (i.e.bankingreferral)Check on ateammate ina differentofficeSend Pauland Tara yourgoal sheetfrom Good,Better, BestLog into yourcorp phonecheck youremailReviewstatementlinking reportand make sureits up to date.FinishBEC MyLearningSign aclient upfor MyMerrillSend IAPenrollmentthroughCOBEAddreoccurringreminder tocalendar to loginto corp phoneOpenSupervisoryDashboard andsave to CEWWorkstationSend 5 TCPrequestthroughe-signatureSendanRMDCheckCTS andOSRUse COBEto open anewaccountSendAdrianyour bestdad jokeRemindyour FA torespondto alertsSend a formthrough e-sig insteadof mailingSend ane-card toateammateSet upSymphonyand sendTara amessageUse aSalesforceAction PlanTemplateIncreasedigitaldelivery to5 clientsSend an e-communicationoutSend aclientinitiateddigital wireSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Find anopportunitywithin returnedsurvey (i.e.bankingreferral)Check on ateammate ina differentofficeSend Pauland Tara yourgoal sheetfrom Good,Better, BestLog into yourcorp phonecheck youremailReviewstatementlinking reportand make sureits up to date.FinishBEC MyLearningSign aclient upfor MyMerrillSend IAPenrollmentthroughCOBEAddreoccurringreminder tocalendar to loginto corp phoneOpenSupervisoryDashboard andsave to CEWWorkstationSend 5 TCPrequestthroughe-signatureSendanRMDCheckCTS andOSRUse COBEto open anewaccountSendAdrianyour bestdad jokeRemindyour FA torespondto alertsSend a formthrough e-sig insteadof mailingSend ane-card toateammateSet upSymphonyand sendTara amessageUse aSalesforceAction PlanTemplateIncreasedigitaldelivery to5 clientsSend an e-communicationoutSend aclientinitiateddigital wire

Northern New England - 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. Send a best practice idea to the NNE Email box to be shared with teammates at a later date
  2. Find an opportunity within returned survey (i.e. banking referral)
  3. Check on a teammate in a different office
  4. Send Paul and Tara your goal sheet from Good, Better, Best
  5. Log into your corp phone check your email
  6. Review statement linking report and make sure its up to date.
  7. Finish BEC My Learning
  8. Sign a client up for My Merrill
  9. Send IAP enrollment through COBE
  10. Add reoccurring reminder to calendar to log into corp phone
  11. Open Supervisory Dashboard and save to CEW Workstation
  12. Send 5 TCP request through e-signature
  13. Send an RMD
  14. Check CTS and OSR
  15. Use COBE to open a new account
  16. Send Adrian your best dad joke
  17. Remind your FA to respond to alerts
  18. Send a form through e-sig instead of mailing
  19. Send an e-card to a teammate
  20. Set up Symphony and send Tara a message
  21. Use a Salesforce Action Plan Template
  22. Increase digital delivery to 5 clients
  23. Send an e-communication out
  24. Send a client initiated digital wire