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