Volunteeredin thecommunitySame daycall backon all callsSharedaSuccessShareda winRecognizeda co-workerUndividedattentionwith allclientsCreateda leadAskedfor thebusinessUpdatedyourbusinessplanMade aTargetMarketCallSharedtheJohnsonStoryPersonalintroductionmadeAsked fora referralfrom aclientUsed aclient'sname inan appt.Told clientstory inCRM forall appts.Joint callmade withsomeone froma differentdepartmentTookownershipof aproblemUsedengagedlisteningEncouragedclient tocomplete asurveyThankeda co-workerTailored afinancialsolutionSet appt. inCRM withdetailednotesExplainednext stepsto clientFollowedup with aclientVolunteeredin thecommunitySame daycall backon all callsSharedaSuccessShareda winRecognizeda co-workerUndividedattentionwith allclientsCreateda leadAskedfor thebusinessUpdatedyourbusinessplanMade aTargetMarketCallSharedtheJohnsonStoryPersonalintroductionmadeAsked fora referralfrom aclientUsed aclient'sname inan appt.Told clientstory inCRM forall appts.Joint callmade withsomeone froma differentdepartmentTookownershipof aproblemUsedengagedlisteningEncouragedclient tocomplete asurveyThankeda co-workerTailored afinancialsolutionSet appt. inCRM withdetailednotesExplainednext stepsto clientFollowedup with aclient

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