Told clientstory inCRM forall appts.Joint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsAsked fora referralfrom aclientSame daycall backon all callsUsed aclient'sname inan appt.UpdatedyourbusinessplanSharedtheJohnsonStoryUsedengagedlisteningThankeda co-workerPersonalintroductionmadeTailored afinancialsolutionExplainednext stepsto clientSet appt. inCRM withdetailednotesShareda winAskedfor thebusinessVolunteeredin thecommunityEncouragedclient tocomplete asurveySharedaSuccessTookownershipof aproblemFollowedup with aclientMade aTargetMarketCallCreateda leadRecognizeda co-workerTold clientstory inCRM forall appts.Joint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsAsked fora referralfrom aclientSame daycall backon all callsUsed aclient'sname inan appt.UpdatedyourbusinessplanSharedtheJohnsonStoryUsedengagedlisteningThankeda co-workerPersonalintroductionmadeTailored afinancialsolutionExplainednext stepsto clientSet appt. inCRM withdetailednotesShareda winAskedfor thebusinessVolunteeredin thecommunityEncouragedclient tocomplete asurveySharedaSuccessTookownershipof aproblemFollowedup with aclientMade aTargetMarketCallCreateda leadRecognizeda co-worker

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Told client story in CRM for all appts.
  2. Joint call made with someone from a different department
  3. Undivided attention with all clients
  4. Asked for a referral from a client
  5. Same day call back on all calls
  6. Used a client's name in an appt.
  7. Updated your business plan
  8. Shared the Johnson Story
  9. Used engaged listening
  10. Thanked a co-worker
  11. Personal introduction made
  12. Tailored a financial solution
  13. Explained next steps to client
  14. Set appt. in CRM with detailed notes
  15. Shared a win
  16. Asked for the business
  17. Volunteered in the community
  18. Encouraged client to complete a survey
  19. Shared a Success
  20. Took ownership of a problem
  21. Followed up with a client
  22. Made a Target Market Call
  23. Created a lead
  24. Recognized a co-worker