Peer to Peerrecognitionin the teamchatSet up aquickstepin OutlookEmail from aclient praisingyou for goodcustomerserviceIdentify 10accountsthat need tobe cleanedupReadNewsletterReadShapiroBlogGoogleReviewnamingyouCheck in onsomeone onthe team youdon't normallyget a chance totalk toTips andTricksideaIntroduceyourself tosomeone inthe companyyou don't knowCrossSellLeadAsk forareferralGet toknow theleadershipteamLinked InLearning5-30 mincourseCrossSellLeadShare aGIF x5 inthe teamchatFaxed/EmailedEOI to amortgagecompany x10TeamHuddleTopic IdeaShare in RCTeam chat apositiveclientinteractionProcess amortgageechangeOffer toset up aclient onEFTCo-hostteamhuddleOffer toset up aclient onEFTFREEPeer to Peerrecognitionin the teamchatSet up aquickstepin OutlookEmail from aclient praisingyou for goodcustomerserviceIdentify 10accountsthat need tobe cleanedupReadNewsletterReadShapiroBlogGoogleReviewnamingyouCheck in onsomeone onthe team youdon't normallyget a chance totalk toTips andTricksideaIntroduceyourself tosomeone inthe companyyou don't knowCrossSellLeadAsk forareferralGet toknow theleadershipteamLinked InLearning5-30 mincourseCrossSellLeadShare aGIF x5 inthe teamchatFaxed/EmailedEOI to amortgagecompany x10TeamHuddleTopic IdeaShare in RCTeam chat apositiveclientinteractionProcess amortgageechangeOffer toset up aclient onEFTCo-hostteamhuddleOffer toset up aclient onEFTFREE

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