UsedengagedlisteningUsed aclient'sname inan appt.Joint callmade withsomeone froma differentdepartmentThankeda co-workerRecognizeda co-workerSame daycall backon all callsAsked fora referralfrom aclientMade aTargetMarketCallCreateda leadSet appt. inCRM withdetailednotesTailored afinancialsolutionUpdatedyourbusinessplanExplainednext stepsto clientSharedtheJohnsonStoryTookownershipof aproblemFollowedup with aclientShareda winAskedfor thebusinessUndividedattentionwith allclientsVolunteeredin thecommunityEncouragedclient tocomplete asurveyTold clientstory inCRM forall appts.PersonalintroductionmadeSharedaSuccessUsedengagedlisteningUsed aclient'sname inan appt.Joint callmade withsomeone froma differentdepartmentThankeda co-workerRecognizeda co-workerSame daycall backon all callsAsked fora referralfrom aclientMade aTargetMarketCallCreateda leadSet appt. inCRM withdetailednotesTailored afinancialsolutionUpdatedyourbusinessplanExplainednext stepsto clientSharedtheJohnsonStoryTookownershipof aproblemFollowedup with aclientShareda winAskedfor thebusinessUndividedattentionwith allclientsVolunteeredin thecommunityEncouragedclient tocomplete asurveyTold clientstory inCRM forall appts.PersonalintroductionmadeSharedaSuccess

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