Set appt. inCRM withdetailednotesUsed aclient'sname inan appt.UpdatedyourbusinessplanShareda winPersonalintroductionmadeCreateda leadUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentFollowedup with aclientAskedfor thebusinessSharedtheJohnsonStoryVolunteeredin thecommunityThankeda co-workerSharedaSuccessRecognizeda co-workerEncouragedclient tocomplete asurveyTookownershipof aproblemTold clientstory inCRM forall appts.Tailored afinancialsolutionSame daycall backon all callsExplainednext stepsto clientAsked fora referralfrom aclientUsedengagedlisteningMade aTargetMarketCallSet appt. inCRM withdetailednotesUsed aclient'sname inan appt.UpdatedyourbusinessplanShareda winPersonalintroductionmadeCreateda leadUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentFollowedup with aclientAskedfor thebusinessSharedtheJohnsonStoryVolunteeredin thecommunityThankeda co-workerSharedaSuccessRecognizeda co-workerEncouragedclient tocomplete asurveyTookownershipof aproblemTold clientstory inCRM forall appts.Tailored afinancialsolutionSame daycall backon all callsExplainednext stepsto clientAsked fora referralfrom aclientUsedengagedlisteningMade aTargetMarketCall

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