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