PersonalintroductionmadeExplainednext stepsto clientTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyTookownershipof aproblemRecognizeda co-workerAsked forthebusinessVolunteeredin thecommunitySame daycall backon allcallsJoint callmade withsomeone froma differentdepartmentSharedaSuccessThankedaco-workerUsed aclient'sname in anappt.Made aTargetMarketCallAsked for areferralfrom aclientSet appt. inCRM withdetailednotesTailored afinancialsolutionFollowedup with aclientUsedengagedlisteningSharedtheJohnsonStoryCreatedaleadSharedawinUpdatedyourbusinessplanUndividedattentionwith allclientsPersonalintroductionmadeExplainednext stepsto clientTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyTookownershipof aproblemRecognizeda co-workerAsked forthebusinessVolunteeredin thecommunitySame daycall backon allcallsJoint callmade withsomeone froma differentdepartmentSharedaSuccessThankedaco-workerUsed aclient'sname in anappt.Made aTargetMarketCallAsked for areferralfrom aclientSet appt. inCRM withdetailednotesTailored afinancialsolutionFollowedup with aclientUsedengagedlisteningSharedtheJohnsonStoryCreatedaleadSharedawinUpdatedyourbusinessplanUndividedattentionwith allclients

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