| Explore Fuel50 and share learnings with Aaron | Make a list of 3 things you are grateful for and share with the team | Congratulate client on a life event and share with the team | Use AgentBot/GPS to research a client issue and save MID | Share a Best Practice in the team chat |
| Warm Transfer a Customer | Trade and Distribution with a personal connection | Send 4 recognition centrals to peers | Learn something new (work related) to share in your team huddle | Assist With or Take Ownership of an Absent Peer's Work Item |
| Process 5 RMDs | Have No DTLs in the week | Manager's Special | Obtain a week of 95% schedule adherence (not including days off) | Ask a customer if they are Very Satisfied with your Service |
| Equity trade | IRA Contribution | Spend some extra time with a teammate | NBA: Find extra value on 5 calls (save MIDs) | Advise the customer of the Customer Satisfaction Survey when ending a phone call |
| Help a teammate with a call | Receive 2 Raving Reviews (top box surveys) | Complete a Qualified Charitable Distribution | Turn a Frown Upside Down - Make an Irate Customer Happy and share your example in the chat | Participate in a skill workshop or HD booking |
This bingo card was created randomly from a total of
24 events.
Advise the customer of the Customer Satisfaction Survey when ending a phone call, Ask a customer if they are Very Satisfied with your Service, Assist With or Take Ownership of an Absent Peer's Work Item, Complete a Qualified Charitable Distribution, Congratulate client on a life event and share with the team, Equity trade, Explore Fuel50 and share learnings with Aaron, Have No DTLs in the week, Help a teammate with a call, IRA Contribution, Learn something new (work related) to share in your team huddle, Make a list of 3 things you are grateful for and share with the team, NBA: Find extra value on 5 calls (save MIDs), Obtain a week of 95% schedule adherence (not including days off), Participate in a skill workshop or HD booking, Process 5 RMDs, Receive 2 Raving Reviews (top box surveys), Send 4 recognition centrals to peers, Share a Best Practice in the team chat, Spend some extra time with a teammate, Trade and Distribution with a personal connection, Turn a Frown Upside Down - Make an Irate Customer Happy and share your example in the chat, Use AgentBot/GPS to research a client issue and save MID, Warm Transfer a Customer.Host Instructions:- Decide when to start and select your goal(s)
- Designate a judge to announce events randomly or as they happen
- Cross off events from the list when announced
Goals:- First to get any line (up, down, left, right, diagonally)
- First to get the four corners
- First to get two diagonal lines through the middle (an "X")
- First to get all squares
Guest Instructions:- Check off events on your card as they occur
- If you complete a goal, shout "Bingo!". You've won!
- The judge decides in the case of disputes
| Make a list of 3 things you are grateful for and share with the team | Explore Fuel50 and share learnings with Aaron | Spend some extra time with a teammate | Trade and Distribution with a personal connection | Process 5 RMDs |
| Use AgentBot/GPS to research a client issue and save MID | Assist With or Take Ownership of an Absent Peer's Work Item | Obtain a week of 95% schedule adherence (not including days off) | Advise the customer of the Customer Satisfaction Survey when ending a phone call | Ask a customer if they are Very Satisfied with your Service |
| Have No DTLs in the week | IRA Contribution | Manager's Special | Turn a Frown Upside Down - Make an Irate Customer Happy and share your example in the chat | Equity trade |
| Participate in a skill workshop or HD booking | Help a teammate with a call | NBA: Find extra value on 5 calls (save MIDs) | Warm Transfer a Customer | Congratulate client on a life event and share with the team |
| Send 4 recognition centrals to peers | Complete a Qualified Charitable Distribution | Receive 2 Raving Reviews (top box surveys) | Learn something new (work related) to share in your team huddle | Share a Best Practice in the team chat |
This bingo card was created randomly from a total of
24 events.
Advise the customer of the Customer Satisfaction Survey when ending a phone call, Ask a customer if they are Very Satisfied with your Service, Assist With or Take Ownership of an Absent Peer's Work Item, Complete a Qualified Charitable Distribution, Congratulate client on a life event and share with the team, Equity trade, Explore Fuel50 and share learnings with Aaron, Have No DTLs in the week, Help a teammate with a call, IRA Contribution, Learn something new (work related) to share in your team huddle, Make a list of 3 things you are grateful for and share with the team, NBA: Find extra value on 5 calls (save MIDs), Obtain a week of 95% schedule adherence (not including days off), Participate in a skill workshop or HD booking, Process 5 RMDs, Receive 2 Raving Reviews (top box surveys), Send 4 recognition centrals to peers, Share a Best Practice in the team chat, Spend some extra time with a teammate, Trade and Distribution with a personal connection, Turn a Frown Upside Down - Make an Irate Customer Happy and share your example in the chat, Use AgentBot/GPS to research a client issue and save MID, Warm Transfer a Customer.Host Instructions:- Decide when to start and select your goal(s)
- Designate a judge to announce events randomly or as they happen
- Cross off events from the list when announced
Goals:- First to get any line (up, down, left, right, diagonally)
- First to get the four corners
- First to get two diagonal lines through the middle (an "X")
- First to get all squares
Guest Instructions:- Check off events on your card as they occur
- If you complete a goal, shout "Bingo!". You've won!
- The judge decides in the case of disputes
