UsedengagedlisteningRecognizeda co-workerMade aTargetMarketCallSharedaSuccessCreateda leadUndividedattentionwith allclientsSame daycall backon all callsPersonalintroductionmadeTold clientstory inCRM forall appts.Explainednext stepsto clientFollowedup with aclientShareda winUpdatedyourbusinessplanAskedfor thebusinessEncouragedclient tocomplete asurveyVolunteeredin thecommunityAsked fora referralfrom aclientTookownershipof aproblemSet appt. inCRM withdetailednotesThankeda co-workerUsed aclient'sname inan appt.Tailored afinancialsolutionSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartmentUsedengagedlisteningRecognizeda co-workerMade aTargetMarketCallSharedaSuccessCreateda leadUndividedattentionwith allclientsSame daycall backon all callsPersonalintroductionmadeTold clientstory inCRM forall appts.Explainednext stepsto clientFollowedup with aclientShareda winUpdatedyourbusinessplanAskedfor thebusinessEncouragedclient tocomplete asurveyVolunteeredin thecommunityAsked fora referralfrom aclientTookownershipof aproblemSet appt. inCRM withdetailednotesThankeda co-workerUsed aclient'sname inan appt.Tailored afinancialsolutionSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartment

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