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