Tookownershipof aproblemThankeda co-workerSharedaSuccessMade aTargetMarketCallExplainednext stepsto clientUsed aclient'sname inan appt.Encouragedclient tocomplete asurveyTailored afinancialsolutionSet appt. inCRM withdetailednotesAsked fora referralfrom aclientShareda winTold clientstory inCRM forall appts.Volunteeredin thecommunityUndividedattentionwith allclientsCreateda leadFollowedup with aclientSharedtheJohnsonStoryUsedengagedlisteningRecognizeda co-workerSame daycall backon all callsAskedfor thebusinessPersonalintroductionmadeJoint callmade withsomeone froma differentdepartmentUpdatedyourbusinessplanTookownershipof aproblemThankeda co-workerSharedaSuccessMade aTargetMarketCallExplainednext stepsto clientUsed aclient'sname inan appt.Encouragedclient tocomplete asurveyTailored afinancialsolutionSet appt. inCRM withdetailednotesAsked fora referralfrom aclientShareda winTold clientstory inCRM forall appts.Volunteeredin thecommunityUndividedattentionwith allclientsCreateda leadFollowedup with aclientSharedtheJohnsonStoryUsedengagedlisteningRecognizeda co-workerSame daycall backon all callsAskedfor thebusinessPersonalintroductionmadeJoint callmade withsomeone froma differentdepartmentUpdatedyourbusinessplan

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