Encouragedclient tocomplete asurveyCreatedaleadUndividedattentionwith allclientsVolunteeredin thecommunityUsedengagedlisteningExplainednext stepsto clientSet appt. inCRM withdetailednotesSharedawinSame daycall backon allcallsRecognizeda co-workerTookownershipof aproblemUpdatedyourbusinessplanMade aTargetMarketCallAsked forthebusinessTold clientstory inCRM forallappts.SharedaSuccessSharedtheJohnsonStoryPersonalintroductionmadeThankedaco-workerJoint callmade withsomeone froma differentdepartmentUsed aclient'sname in anappt.Asked for areferralfrom aclientFollowedup with aclientTailored afinancialsolutionEncouragedclient tocomplete asurveyCreatedaleadUndividedattentionwith allclientsVolunteeredin thecommunityUsedengagedlisteningExplainednext stepsto clientSet appt. inCRM withdetailednotesSharedawinSame daycall backon allcallsRecognizeda co-workerTookownershipof aproblemUpdatedyourbusinessplanMade aTargetMarketCallAsked forthebusinessTold clientstory inCRM forallappts.SharedaSuccessSharedtheJohnsonStoryPersonalintroductionmadeThankedaco-workerJoint callmade withsomeone froma differentdepartmentUsed aclient'sname in anappt.Asked for areferralfrom aclientFollowedup with aclientTailored afinancialsolution

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