SharedtheJohnsonStoryShareda winTookownershipof aproblemUndividedattentionwith allclientsAskedfor thebusinessSame daycall backon all callsTold clientstory inCRM forall appts.PersonalintroductionmadeRecognizeda co-workerCreateda leadExplainednext stepsto clientFollowedup with aclientSharedaSuccessUsed aclient'sname inan appt.Joint callmade withsomeone froma differentdepartmentTailored afinancialsolutionVolunteeredin thecommunityUpdatedyourbusinessplanAsked fora referralfrom aclientSet appt. inCRM withdetailednotesThankeda co-workerMade aTargetMarketCallEncouragedclient tocomplete asurveyUsedengagedlisteningSharedtheJohnsonStoryShareda winTookownershipof aproblemUndividedattentionwith allclientsAskedfor thebusinessSame daycall backon all callsTold clientstory inCRM forall appts.PersonalintroductionmadeRecognizeda co-workerCreateda leadExplainednext stepsto clientFollowedup with aclientSharedaSuccessUsed aclient'sname inan appt.Joint callmade withsomeone froma differentdepartmentTailored afinancialsolutionVolunteeredin thecommunityUpdatedyourbusinessplanAsked fora referralfrom aclientSet appt. inCRM withdetailednotesThankeda co-workerMade aTargetMarketCallEncouragedclient tocomplete asurveyUsedengagedlistening

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