Undividedattentionwith allclientsTold clientstory inCRM forall appts.UsedengagedlisteningAsked fora referralfrom aclientSharedaSuccessSame daycall backon all callsMade aTargetMarketCallUsed aclient'sname inan appt.Volunteeredin thecommunityExplainednext stepsto clientRecognizeda co-workerShareda winUpdatedyourbusinessplanFollowedup with aclientTookownershipof aproblemPersonalintroductionmadeTailored afinancialsolutionEncouragedclient tocomplete asurveyJoint callmade withsomeone froma differentdepartmentSharedtheJohnsonStoryThankeda co-workerSet appt. inCRM withdetailednotesAskedfor thebusinessCreateda leadUndividedattentionwith allclientsTold clientstory inCRM forall appts.UsedengagedlisteningAsked fora referralfrom aclientSharedaSuccessSame daycall backon all callsMade aTargetMarketCallUsed aclient'sname inan appt.Volunteeredin thecommunityExplainednext stepsto clientRecognizeda co-workerShareda winUpdatedyourbusinessplanFollowedup with aclientTookownershipof aproblemPersonalintroductionmadeTailored afinancialsolutionEncouragedclient tocomplete asurveyJoint callmade withsomeone froma differentdepartmentSharedtheJohnsonStoryThankeda co-workerSet appt. inCRM withdetailednotesAskedfor thebusinessCreateda lead

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