Send Pauland Tara yourgoal sheetfrom Good,Better, BestSendanRMDFinishBEC MyLearningSign aclient upfor MyMerrillSet upSymphonyand sendTara amessageUse COBEto open anewaccountSend an e-communicationoutIncreasedigitaldelivery to5 clientsSend IAPenrollmentthroughCOBESend 5 TCPrequestthroughe-signatureSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Use aSalesforceAction PlanTemplateRemindyour FA torespondto alertsCheck on ateammate ina differentofficeOpenSupervisoryDashboard andsave to CEWWorkstationSend aclientinitiateddigital wireSendAdrianyour bestdad jokeCheckCTS andOSRSend a formthrough e-sig insteadof mailingAddreoccurringreminder tocalendar to loginto corp phoneLog into yourcorp phonecheck youremailReviewstatementlinking reportand make sureits up to date.Send ane-card toateammateFind anopportunitywithin returnedsurvey (i.e.bankingreferral)Send Pauland Tara yourgoal sheetfrom Good,Better, BestSendanRMDFinishBEC MyLearningSign aclient upfor MyMerrillSet upSymphonyand sendTara amessageUse COBEto open anewaccountSend an e-communicationoutIncreasedigitaldelivery to5 clientsSend IAPenrollmentthroughCOBESend 5 TCPrequestthroughe-signatureSend a bestpractice idea tothe NNE Emailbox to be sharedwith teammatesat a later date Use aSalesforceAction PlanTemplateRemindyour FA torespondto alertsCheck on ateammate ina differentofficeOpenSupervisoryDashboard andsave to CEWWorkstationSend aclientinitiateddigital wireSendAdrianyour bestdad jokeCheckCTS andOSRSend a formthrough e-sig insteadof mailingAddreoccurringreminder tocalendar to loginto corp phoneLog into yourcorp phonecheck youremailReviewstatementlinking reportand make sureits up to date.Send ane-card toateammateFind anopportunitywithin returnedsurvey (i.e.bankingreferral)

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