PersonalintroductionmadeFollowedup with aclientTailored afinancialsolutionSame daycall backon all callsRecognizeda co-workerUpdatedyourbusinessplanCreateda leadThankeda co-workerSharedtheJohnsonStoryMade aTargetMarketCallTookownershipof aproblemSharedaSuccessUsedengagedlisteningShareda winUsed aclient'sname inan appt.Set appt. inCRM withdetailednotesAsked fora referralfrom aclientEncouragedclient tocomplete asurveyJoint callmade withsomeone froma differentdepartmentAskedfor thebusinessTold clientstory inCRM forall appts.Explainednext stepsto clientUndividedattentionwith allclientsVolunteeredin thecommunityPersonalintroductionmadeFollowedup with aclientTailored afinancialsolutionSame daycall backon all callsRecognizeda co-workerUpdatedyourbusinessplanCreateda leadThankeda co-workerSharedtheJohnsonStoryMade aTargetMarketCallTookownershipof aproblemSharedaSuccessUsedengagedlisteningShareda winUsed aclient'sname inan appt.Set appt. inCRM withdetailednotesAsked fora referralfrom aclientEncouragedclient tocomplete asurveyJoint callmade withsomeone froma differentdepartmentAskedfor thebusinessTold clientstory inCRM forall appts.Explainednext stepsto clientUndividedattentionwith allclientsVolunteeredin thecommunity

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