CrossSellLeadOffer toset up aclient onEFTSet up aquickstepin OutlookLinked InLearning5-30 mincourseIdentify 10accountsthat need tobe cleanedupGet toknow theleadershipteamProcess amortgageechangeTips andTricksideaReadNewsletterTeamHuddleTopic IdeaCrossSellLeadAsk forareferralIntroduceyourself tosomeone inthe companyyou don't knowCheck in onsomeone onthe team youdon't normallyget a chance totalk toShare aGIF x5 inthe teamchatShare in RCTeam chat apositiveclientinteractionPeer to Peerrecognitionin the teamchatGoogleReviewnamingyouFaxed/EmailedEOI to amortgagecompany x10Email from aclient praisingyou for goodcustomerserviceFREECo-hostteamhuddleReadShapiroBlogOffer toset up aclient onEFTCrossSellLeadOffer toset up aclient onEFTSet up aquickstepin OutlookLinked InLearning5-30 mincourseIdentify 10accountsthat need tobe cleanedupGet toknow theleadershipteamProcess amortgageechangeTips andTricksideaReadNewsletterTeamHuddleTopic IdeaCrossSellLeadAsk forareferralIntroduceyourself tosomeone inthe companyyou don't knowCheck in onsomeone onthe team youdon't normallyget a chance totalk toShare aGIF x5 inthe teamchatShare in RCTeam chat apositiveclientinteractionPeer to Peerrecognitionin the teamchatGoogleReviewnamingyouFaxed/EmailedEOI to amortgagecompany x10Email from aclient praisingyou for goodcustomerserviceFREECo-hostteamhuddleReadShapiroBlogOffer toset up aclient onEFT

Service Admin - 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. Cross Sell Lead
  2. Offer to set up a client on EFT
  3. Set up a quickstep in Outlook
  4. Linked In Learning 5-30 min course
  5. Identify 10 accounts that need to be cleaned up
  6. Get to know the leadership team
  7. Process a mortgagee change
  8. Tips and Tricks idea
  9. Read Newsletter
  10. Team Huddle Topic Idea
  11. Cross Sell Lead
  12. Ask for a referral
  13. Introduce yourself to someone in the company you don't know
  14. Check in on someone on the team you don't normally get a chance to talk to
  15. Share a GIF x5 in the team chat
  16. Share in RC Team chat a positive client interaction
  17. Peer to Peer recognition in the team chat
  18. Google Review naming you
  19. Faxed/Emailed EOI to a mortgage company x10
  20. Email from a client praising you for good customer service
  21. FREE
  22. Co-host team huddle
  23. Read Shapiro Blog
  24. Offer to set up a client on EFT