Askedfor thebusinessCreateda leadSet appt. inCRM withdetailednotesVolunteeredin thecommunityTold clientstory inCRM forall appts.PersonalintroductionmadeEncouragedclient tocomplete asurveyShareda winTookownershipof aproblemFollowedup with aclientThankeda co-workerSharedaSuccessUsedengagedlisteningUndividedattentionwith allclientsSharedtheJohnsonStoryUsed aclient'sname inan appt.Asked fora referralfrom aclientUpdatedyourbusinessplanTailored afinancialsolutionSame daycall backon all callsRecognizeda co-workerExplainednext stepsto clientMade aTargetMarketCallJoint callmade withsomeone froma differentdepartmentAskedfor thebusinessCreateda leadSet appt. inCRM withdetailednotesVolunteeredin thecommunityTold clientstory inCRM forall appts.PersonalintroductionmadeEncouragedclient tocomplete asurveyShareda winTookownershipof aproblemFollowedup with aclientThankeda co-workerSharedaSuccessUsedengagedlisteningUndividedattentionwith allclientsSharedtheJohnsonStoryUsed aclient'sname inan appt.Asked fora referralfrom aclientUpdatedyourbusinessplanTailored afinancialsolutionSame daycall backon all callsRecognizeda co-workerExplainednext stepsto clientMade aTargetMarketCallJoint callmade withsomeone froma differentdepartment

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