This bingo card has a free space and 24 words: Undivided attention with all clients, Same day call back on all calls, Personal introduction made, Recognized a co-worker, Shared a win, Told client story in CRM for all appts., Created a lead, Joint call made with someone from a different department, Shared the Johnson Story, Thanked a co-worker, Volunteered in the community, Made a Target Market Call, Asked for a referral from a client, Set appt. in CRM with detailed notes, Explained next steps to client, Took ownership of a problem, Followed up with a client, Asked for the business, Encouraged client to complete a survey, Updated your business plan, Shared a Success, Used engaged listening, Tailored a financial solution and Used a client's name in an appt..
Creating Good Habits Bingo | Creating Good Habits Bingo | Creating Good Habits Bingo | Valentine Receptionist Bingo | RRSP CALL NIGHT
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