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