Set appt. inCRM withdetailednotesAskedfor thebusinessCreateda leadUndividedattentionwith allclientsFollowedup with aclientSharedtheJohnsonStoryEncouragedclient tocomplete asurveyUpdatedyourbusinessplanSharedaSuccessAsked fora referralfrom aclientThankeda co-workerExplainednext stepsto clientVolunteeredin thecommunityTailored afinancialsolutionShareda winUsed aclient'sname inan appt.Recognizeda co-workerTold clientstory inCRM forall appts.Made aTargetMarketCallPersonalintroductionmadeSame daycall backon all callsTookownershipof aproblemJoint callmade withsomeone froma differentdepartmentUsedengagedlisteningSet appt. inCRM withdetailednotesAskedfor thebusinessCreateda leadUndividedattentionwith allclientsFollowedup with aclientSharedtheJohnsonStoryEncouragedclient tocomplete asurveyUpdatedyourbusinessplanSharedaSuccessAsked fora referralfrom aclientThankeda co-workerExplainednext stepsto clientVolunteeredin thecommunityTailored afinancialsolutionShareda winUsed aclient'sname inan appt.Recognizeda co-workerTold clientstory inCRM forall appts.Made aTargetMarketCallPersonalintroductionmadeSame daycall backon all callsTookownershipof aproblemJoint callmade withsomeone froma differentdepartmentUsedengagedlistening

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