PersonalintroductionmadeSame daycall backon all callsVolunteeredin thecommunityTailored afinancialsolutionThankeda co-workerTold clientstory inCRM forall appts.Set appt. inCRM withdetailednotesTookownershipof aproblemUsedengagedlisteningSharedaSuccessAsked fora referralfrom aclientSharedtheJohnsonStoryCreateda leadMade aTargetMarketCallRecognizeda co-workerUpdatedyourbusinessplanAskedfor thebusinessExplainednext stepsto clientUndividedattentionwith allclientsFollowedup with aclientJoint callmade withsomeone froma differentdepartmentShareda winUsed aclient'sname inan appt.Encouragedclient tocomplete asurveyPersonalintroductionmadeSame daycall backon all callsVolunteeredin thecommunityTailored afinancialsolutionThankeda co-workerTold clientstory inCRM forall appts.Set appt. inCRM withdetailednotesTookownershipof aproblemUsedengagedlisteningSharedaSuccessAsked fora referralfrom aclientSharedtheJohnsonStoryCreateda leadMade aTargetMarketCallRecognizeda co-workerUpdatedyourbusinessplanAskedfor thebusinessExplainednext stepsto clientUndividedattentionwith allclientsFollowedup with aclientJoint callmade withsomeone froma differentdepartmentShareda winUsed aclient'sname inan appt.Encouragedclient tocomplete asurvey

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