Closed Wealth Referral 1 SBB Referral No outstanding MF deficiencies 250K in LTMF Coach 1 CSR re: products/ scripting 20 Thank you emails sent after cx appt 30mins lobby leadership Dec Compliance courses completed 80% RESL deal w/ CP in Jan Pipeline Pipeline clean & up to date 30mins lobby leadership No outstanding KYC deficiences 1 MTG renewal 1 MTG renewal Recognize a teammate for being legendary Closed RESL deal with CP Maturity Tracker & leads up to date 5 Stars completed and reviewed (min. 30) Coach 1 CSR re: products/ scripting Closed RESL deal with CP 80% RESL deal w/ CP in Jan Pipeline 1 booked wealth referral appt for Jan First Point of Contact CPR for 1 CX Top Quartile Advice Club MTD Top Quartile BCMS reporting (MTD) Closed Wealth Referral 1 SBB Referral No outstanding MF deficiencies 250K in LTMF Coach 1 CSR re: products/ scripting 20 Thank you emails sent after cx appt 30mins lobby leadership Dec Compliance courses completed 80% RESL deal w/ CP in Jan Pipeline Pipeline clean & up to date 30mins lobby leadership No outstanding KYC deficiences 1 MTG renewal 1 MTG renewal Recognize a teammate for being legendary Closed RESL deal with CP Maturity Tracker & leads up to date 5 Stars completed and reviewed (min. 30) Coach 1 CSR re: products/ scripting Closed RESL deal with CP 80% RESL deal w/ CP in Jan Pipeline 1 booked wealth referral appt for Jan First Point of Contact CPR for 1 CX Top Quartile Advice Club MTD Top Quartile BCMS reporting (MTD)
(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.
Closed Wealth Referral
1 SBB Referral
No outstanding MF deficiencies
250K in LTMF
Coach 1 CSR re: products/
scripting
20 Thank you emails sent after cx appt
30mins lobby leadership
Dec Compliance courses completed
80% RESL deal w/ CP in Jan Pipeline
Pipeline clean & up to date
30mins lobby leadership
No outstanding KYC deficiences
1 MTG renewal
1 MTG renewal
Recognize a teammate for being legendary
Closed RESL deal with CP
Maturity Tracker & leads up to date
5 Stars completed and reviewed (min. 30)
Coach 1 CSR re: products/
scripting
Closed RESL deal with CP
80% RESL deal w/ CP in Jan Pipeline
1 booked wealth referral appt for Jan
First Point of Contact CPR for 1 CX
Top Quartile Advice Club MTD
Top Quartile BCMS reporting (MTD)