Tailored afinancialsolutionUpdatedyourbusinessplanSet appt. inCRM withdetailednotesShareda winTookownershipof aproblemAskedfor thebusinessSharedtheJohnsonStoryRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentCreateda leadUsedengagedlisteningTold clientstory inCRM forall appts.Followedup with aclientSame daycall backon all callsExplainednext stepsto clientThankeda co-workerAsked fora referralfrom aclientUndividedattentionwith allclientsPersonalintroductionmadeSharedaSuccessVolunteeredin thecommunityUsed aclient'sname inan appt.Encouragedclient tocomplete asurveyMade aTargetMarketCallTailored afinancialsolutionUpdatedyourbusinessplanSet appt. inCRM withdetailednotesShareda winTookownershipof aproblemAskedfor thebusinessSharedtheJohnsonStoryRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentCreateda leadUsedengagedlisteningTold clientstory inCRM forall appts.Followedup with aclientSame daycall backon all callsExplainednext stepsto clientThankeda co-workerAsked fora referralfrom aclientUndividedattentionwith allclientsPersonalintroductionmadeSharedaSuccessVolunteeredin thecommunityUsed aclient'sname inan appt.Encouragedclient tocomplete asurveyMade aTargetMarketCall

Creating Good Habits Bingo - Call List

(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.


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  1. Tailored a financial solution
  2. Updated your business plan
  3. Set appt. in CRM with detailed notes
  4. Shared a win
  5. Took ownership of a problem
  6. Asked for the business
  7. Shared the Johnson Story
  8. Recognized a co-worker
  9. Joint call made with someone from a different department
  10. Created a lead
  11. Used engaged listening
  12. Told client story in CRM for all appts.
  13. Followed up with a client
  14. Same day call back on all calls
  15. Explained next steps to client
  16. Thanked a co-worker
  17. Asked for a referral from a client
  18. Undivided attention with all clients
  19. Personal introduction made
  20. Shared a Success
  21. Volunteered in the community
  22. Used a client's name in an appt.
  23. Encouraged client to complete a survey
  24. Made a Target Market Call