Volunteeredin thecommunityExplainednext stepsto clientRecognizeda co-workerSet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentTold clientstory inCRM forall appts.Askedfor thebusinessUpdatedyourbusinessplanEncouragedclient tocomplete asurveySharedaSuccessShareda winCreateda leadSharedtheJohnsonStorySame daycall backon all callsThankeda co-workerAsked fora referralfrom aclientFollowedup with aclientUsedengagedlisteningTookownershipof aproblemTailored afinancialsolutionUndividedattentionwith allclientsMade aTargetMarketCallUsed aclient'sname inan appt.PersonalintroductionmadeVolunteeredin thecommunityExplainednext stepsto clientRecognizeda co-workerSet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentTold clientstory inCRM forall appts.Askedfor thebusinessUpdatedyourbusinessplanEncouragedclient tocomplete asurveySharedaSuccessShareda winCreateda leadSharedtheJohnsonStorySame daycall backon all callsThankeda co-workerAsked fora referralfrom aclientFollowedup with aclientUsedengagedlisteningTookownershipof aproblemTailored afinancialsolutionUndividedattentionwith allclientsMade aTargetMarketCallUsed aclient'sname inan appt.Personalintroductionmade

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