Volunteeredin thecommunityExplainednext stepsto clientJoint callmade withsomeone froma differentdepartmentPersonalintroductionmadeUndividedattentionwith allclientsAskedfor thebusinessAsked fora referralfrom aclientUpdatedyourbusinessplanSame daycall backon all callsSet appt. inCRM withdetailednotesSharedaSuccessFollowedup with aclientRecognizeda co-workerTookownershipof aproblemSharedtheJohnsonStoryMade aTargetMarketCallTailored afinancialsolutionCreateda leadThankeda co-workerEncouragedclient tocomplete asurveyShareda winUsedengagedlisteningTold clientstory inCRM forall appts.Used aclient'sname inan appt.Volunteeredin thecommunityExplainednext stepsto clientJoint callmade withsomeone froma differentdepartmentPersonalintroductionmadeUndividedattentionwith allclientsAskedfor thebusinessAsked fora referralfrom aclientUpdatedyourbusinessplanSame daycall backon all callsSet appt. inCRM withdetailednotesSharedaSuccessFollowedup with aclientRecognizeda co-workerTookownershipof aproblemSharedtheJohnsonStoryMade aTargetMarketCallTailored afinancialsolutionCreateda leadThankeda co-workerEncouragedclient tocomplete asurveyShareda winUsedengagedlisteningTold clientstory inCRM forall appts.Used aclient'sname inan appt.

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