Encouragedclient tocomplete asurveyUpdatedyourbusinessplanPersonalintroductionmadeTookownershipof aproblemRecognizeda co-workerMade aTargetMarketCallTold clientstory inCRM forall appts.Shareda winVolunteeredin thecommunityJoint callmade withsomeone froma differentdepartmentAsked fora referralfrom aclientFollowedup with aclientUndividedattentionwith allclientsSet appt. inCRM withdetailednotesExplainednext stepsto clientTailored afinancialsolutionSharedaSuccessThankeda co-workerUsed aclient'sname inan appt.Createda leadSame daycall backon all callsSharedtheJohnsonStoryAskedfor thebusinessUsedengagedlisteningEncouragedclient tocomplete asurveyUpdatedyourbusinessplanPersonalintroductionmadeTookownershipof aproblemRecognizeda co-workerMade aTargetMarketCallTold clientstory inCRM forall appts.Shareda winVolunteeredin thecommunityJoint callmade withsomeone froma differentdepartmentAsked fora referralfrom aclientFollowedup with aclientUndividedattentionwith allclientsSet appt. inCRM withdetailednotesExplainednext stepsto clientTailored afinancialsolutionSharedaSuccessThankeda co-workerUsed aclient'sname inan appt.Createda leadSame daycall backon all callsSharedtheJohnsonStoryAskedfor thebusinessUsedengagedlistening

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