SharedaSuccessUsed aclient'sname inan appt.SharedtheJohnsonStoryRecognizeda co-workerTold clientstory inCRM forall appts.Volunteeredin thecommunitySame daycall backon all callsAskedfor thebusinessFollowedup with aclientTookownershipof aproblemUndividedattentionwith allclientsExplainednext stepsto clientSet appt. inCRM withdetailednotesThankeda co-workerUpdatedyourbusinessplanShareda winCreateda leadUsedengagedlisteningEncouragedclient tocomplete asurveyMade aTargetMarketCallAsked fora referralfrom aclientTailored afinancialsolutionJoint callmade withsomeone froma differentdepartmentPersonalintroductionmadeSharedaSuccessUsed aclient'sname inan appt.SharedtheJohnsonStoryRecognizeda co-workerTold clientstory inCRM forall appts.Volunteeredin thecommunitySame daycall backon all callsAskedfor thebusinessFollowedup with aclientTookownershipof aproblemUndividedattentionwith allclientsExplainednext stepsto clientSet appt. inCRM withdetailednotesThankeda co-workerUpdatedyourbusinessplanShareda winCreateda leadUsedengagedlisteningEncouragedclient tocomplete asurveyMade aTargetMarketCallAsked fora referralfrom aclientTailored afinancialsolutionJoint callmade withsomeone froma differentdepartmentPersonalintroductionmade

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.


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