PersonalintroductionmadeCreatedaleadExplainednext stepsto clientTookownershipof aproblemSharedtheJohnsonStoryVolunteeredin thecommunityUsedengagedlisteningSharedawinSharedaSuccessAsked for areferralfrom aclientAsked forthebusinessThankedaco-workerRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyMade aTargetMarketCallSet appt. inCRM withdetailednotesUpdatedyourbusinessplanSame daycall backon allcallsFollowedup with aclientTailored afinancialsolutionUsed aclient'sname in anappt.PersonalintroductionmadeCreatedaleadExplainednext stepsto clientTookownershipof aproblemSharedtheJohnsonStoryVolunteeredin thecommunityUsedengagedlisteningSharedawinSharedaSuccessAsked for areferralfrom aclientAsked forthebusinessThankedaco-workerRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyMade aTargetMarketCallSet appt. inCRM withdetailednotesUpdatedyourbusinessplanSame daycall backon allcallsFollowedup with aclientTailored afinancialsolutionUsed aclient'sname in anappt.

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