Shareda winVolunteeredin thecommunitySet appt. inCRM withdetailednotesThankeda co-workerSame daycall backon all callsRecognizeda co-workerSharedtheJohnsonStoryAskedfor thebusinessUndividedattentionwith allclientsSharedaSuccessTookownershipof aproblemUsedengagedlisteningUpdatedyourbusinessplanTailored afinancialsolutionFollowedup with aclientAsked fora referralfrom aclientEncouragedclient tocomplete asurveyPersonalintroductionmadeJoint callmade withsomeone froma differentdepartmentExplainednext stepsto clientMade aTargetMarketCallCreateda leadTold clientstory inCRM forall appts.Used aclient'sname inan appt.Shareda winVolunteeredin thecommunitySet appt. inCRM withdetailednotesThankeda co-workerSame daycall backon all callsRecognizeda co-workerSharedtheJohnsonStoryAskedfor thebusinessUndividedattentionwith allclientsSharedaSuccessTookownershipof aproblemUsedengagedlisteningUpdatedyourbusinessplanTailored afinancialsolutionFollowedup with aclientAsked fora referralfrom aclientEncouragedclient tocomplete asurveyPersonalintroductionmadeJoint callmade withsomeone froma differentdepartmentExplainednext stepsto clientMade aTargetMarketCallCreateda leadTold clientstory inCRM forall appts.Used aclient'sname inan appt.

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