UpdatedyourbusinessplanTookownershipof aproblemUndividedattentionwith allclientsSharedtheJohnsonStoryMade aTargetMarketCallTold clientstory inCRM forall appts.Used aclient'sname inan appt.Recognizeda co-workerAsked fora referralfrom aclientVolunteeredin thecommunitySet appt. inCRM withdetailednotesAskedfor thebusinessCreateda leadFollowedup with aclientUsedengagedlisteningTailored afinancialsolutionExplainednext stepsto clientJoint callmade withsomeone froma differentdepartmentSharedaSuccessShareda winSame daycall backon all callsPersonalintroductionmadeEncouragedclient tocomplete asurveyThankeda co-workerUpdatedyourbusinessplanTookownershipof aproblemUndividedattentionwith allclientsSharedtheJohnsonStoryMade aTargetMarketCallTold clientstory inCRM forall appts.Used aclient'sname inan appt.Recognizeda co-workerAsked fora referralfrom aclientVolunteeredin thecommunitySet appt. inCRM withdetailednotesAskedfor thebusinessCreateda leadFollowedup with aclientUsedengagedlisteningTailored afinancialsolutionExplainednext stepsto clientJoint callmade withsomeone froma differentdepartmentSharedaSuccessShareda winSame daycall backon all callsPersonalintroductionmadeEncouragedclient tocomplete asurveyThankeda 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.


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