Same daycall backon all callsCreateda leadShareda winUsed aclient'sname inan appt.Followedup with aclientSharedtheJohnsonStoryExplainednext stepsto clientTold clientstory inCRM forall appts.Tookownershipof aproblemUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentAskedfor thebusinessSharedaSuccessSet appt. inCRM withdetailednotesVolunteeredin thecommunityRecognizeda co-workerTailored afinancialsolutionUndividedattentionwith allclientsEncouragedclient tocomplete asurveyUsedengagedlisteningAsked fora referralfrom aclientMade aTargetMarketCallPersonalintroductionmadeThankeda co-workerSame daycall backon all callsCreateda leadShareda winUsed aclient'sname inan appt.Followedup with aclientSharedtheJohnsonStoryExplainednext stepsto clientTold clientstory inCRM forall appts.Tookownershipof aproblemUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentAskedfor thebusinessSharedaSuccessSet appt. inCRM withdetailednotesVolunteeredin thecommunityRecognizeda co-workerTailored afinancialsolutionUndividedattentionwith allclientsEncouragedclient tocomplete asurveyUsedengagedlisteningAsked fora referralfrom aclientMade aTargetMarketCallPersonalintroductionmadeThankeda co-worker

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