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