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