PersonalintroductionmadeAsked for areferralfrom aclientThankedaco-workerUndividedattentionwith allclientsTookownershipof aproblemTailored afinancialsolutionVolunteeredin thecommunityUsed aclient'sname in anappt.Recognizeda co-workerFollowedup with aclientSharedtheJohnsonStoryEncouragedclient tocomplete asurveyUpdatedyourbusinessplanExplainednext stepsto clientSet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentAsked forthebusinessSharedawinUsedengagedlisteningMade aTargetMarketCallSharedaSuccessTold clientstory inCRM forallappts.Same daycall backon allcallsCreatedaleadPersonalintroductionmadeAsked for areferralfrom aclientThankedaco-workerUndividedattentionwith allclientsTookownershipof aproblemTailored afinancialsolutionVolunteeredin thecommunityUsed aclient'sname in anappt.Recognizeda co-workerFollowedup with aclientSharedtheJohnsonStoryEncouragedclient tocomplete asurveyUpdatedyourbusinessplanExplainednext stepsto clientSet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentAsked forthebusinessSharedawinUsedengagedlisteningMade aTargetMarketCallSharedaSuccessTold clientstory inCRM forallappts.Same daycall backon allcallsCreatedalead

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Personal introduction made
  2. Asked for a referral from a client
  3. Thanked a co-worker
  4. Undivided attention with all clients
  5. Took ownership of a problem
  6. Tailored a financial solution
  7. Volunteered in the community
  8. Used a client's name in an appt.
  9. Recognized a co-worker
  10. Followed up with a client
  11. Shared the Johnson Story
  12. Encouraged client to complete a survey
  13. Updated your business plan
  14. Explained next steps to client
  15. Set appt. in CRM with detailed notes
  16. Joint call made with someone from a different department
  17. Asked for the business
  18. Shared a win
  19. Used engaged listening
  20. Made a Target Market Call
  21. Shared a Success
  22. Told client story in CRM for all appts.
  23. Same day call back on all calls
  24. Created a lead