Askedfor thebusinessShareda winTookownershipof aproblemSet appt. inCRM withdetailednotesSharedaSuccessPersonalintroductionmadeUpdatedyourbusinessplanMade aTargetMarketCallRecognizeda co-workerEncouragedclient tocomplete asurveySame daycall backon all callsAsked fora referralfrom aclientTailored afinancialsolutionExplainednext stepsto clientThankeda co-workerCreateda leadUsedengagedlisteningVolunteeredin thecommunitySharedtheJohnsonStoryFollowedup with aclientUndividedattentionwith allclientsTold clientstory inCRM forall appts.Used aclient'sname inan appt.Joint callmade withsomeone froma differentdepartmentAskedfor thebusinessShareda winTookownershipof aproblemSet appt. inCRM withdetailednotesSharedaSuccessPersonalintroductionmadeUpdatedyourbusinessplanMade aTargetMarketCallRecognizeda co-workerEncouragedclient tocomplete asurveySame daycall backon all callsAsked fora referralfrom aclientTailored afinancialsolutionExplainednext stepsto clientThankeda co-workerCreateda leadUsedengagedlisteningVolunteeredin thecommunitySharedtheJohnsonStoryFollowedup with aclientUndividedattentionwith allclientsTold clientstory inCRM forall appts.Used aclient'sname inan appt.Joint callmade withsomeone froma differentdepartment

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