Shareda winAsked fora referralfrom aclientFollowedup with aclientUsed aclient'sname inan appt.Createda leadVolunteeredin thecommunityRecognizeda co-workerUpdatedyourbusinessplanSet appt. inCRM withdetailednotesEncouragedclient tocomplete asurveyTailored afinancialsolutionSharedaSuccessPersonalintroductionmadeAskedfor thebusinessSharedtheJohnsonStoryExplainednext stepsto clientUsedengagedlisteningTold clientstory inCRM forall appts.Made aTargetMarketCallTookownershipof aproblemThankeda co-workerUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentSame daycall backon all callsShareda winAsked fora referralfrom aclientFollowedup with aclientUsed aclient'sname inan appt.Createda leadVolunteeredin thecommunityRecognizeda co-workerUpdatedyourbusinessplanSet appt. inCRM withdetailednotesEncouragedclient tocomplete asurveyTailored afinancialsolutionSharedaSuccessPersonalintroductionmadeAskedfor thebusinessSharedtheJohnsonStoryExplainednext stepsto clientUsedengagedlisteningTold clientstory inCRM forall appts.Made aTargetMarketCallTookownershipof aproblemThankeda co-workerUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentSame daycall backon all calls

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