(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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Asked for the business
Created a lead
Set appt. in CRM with detailed notes
Volunteered in the community
Told client story in CRM for all appts.
Personal introduction made
Encouraged client to complete a survey
Shared a win
Took ownership of a problem
Followed up with a client
Thanked a co-worker
Shared a Success
Used engaged listening
Undivided attention with all clients
Shared the Johnson Story
Used a client's name in an appt.
Asked for a referral from a client
Updated your business plan
Tailored a financial solution
Same day call back on all calls
Recognized a co-worker
Explained next steps to client
Made a Target Market Call
Joint call made with someone from a different department