Encouragedclient tocomplete asurveyUsed aclient'sname inan appt.Joint callmade withsomeone froma differentdepartmentSharedaSuccessTold clientstory inCRM forall appts.Followedup with aclientThankeda co-workerTailored afinancialsolutionSharedtheJohnsonStoryAskedfor thebusinessUsedengagedlisteningMade aTargetMarketCallUpdatedyourbusinessplanUndividedattentionwith allclientsRecognizeda co-workerTookownershipof aproblemSet appt. inCRM withdetailednotesPersonalintroductionmadeSame daycall backon all callsVolunteeredin thecommunityExplainednext stepsto clientAsked fora referralfrom aclientShareda winCreateda leadEncouragedclient tocomplete asurveyUsed aclient'sname inan appt.Joint callmade withsomeone froma differentdepartmentSharedaSuccessTold clientstory inCRM forall appts.Followedup with aclientThankeda co-workerTailored afinancialsolutionSharedtheJohnsonStoryAskedfor thebusinessUsedengagedlisteningMade aTargetMarketCallUpdatedyourbusinessplanUndividedattentionwith allclientsRecognizeda co-workerTookownershipof aproblemSet appt. inCRM withdetailednotesPersonalintroductionmadeSame daycall backon all callsVolunteeredin thecommunityExplainednext stepsto clientAsked fora referralfrom aclientShareda winCreateda 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. Encouraged client to complete a survey
  2. Used a client's name in an appt.
  3. Joint call made with someone from a different department
  4. Shared a Success
  5. Told client story in CRM for all appts.
  6. Followed up with a client
  7. Thanked a co-worker
  8. Tailored a financial solution
  9. Shared the Johnson Story
  10. Asked for the business
  11. Used engaged listening
  12. Made a Target Market Call
  13. Updated your business plan
  14. Undivided attention with all clients
  15. Recognized a co-worker
  16. Took ownership of a problem
  17. Set appt. in CRM with detailed notes
  18. Personal introduction made
  19. Same day call back on all calls
  20. Volunteered in the community
  21. Explained next steps to client
  22. Asked for a referral from a client
  23. Shared a win
  24. Created a lead