Asked forthebusinessTailored afinancialsolutionUsedengagedlisteningVolunteeredin thecommunityPersonalintroductionmadeRecognizeda co-workerUsed aclient'sname in anappt.SharedaSuccessSame daycall backon allcallsAsked for areferralfrom aclientExplainednext stepsto clientUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemFollowedup with aclientCreatedaleadSharedawinSet appt. inCRM withdetailednotesTold clientstory inCRM forallappts.Thankedaco-workerMade aTargetMarketCallUndividedattentionwith allclientsSharedtheJohnsonStoryEncouragedclient tocomplete asurveyAsked forthebusinessTailored afinancialsolutionUsedengagedlisteningVolunteeredin thecommunityPersonalintroductionmadeRecognizeda co-workerUsed aclient'sname in anappt.SharedaSuccessSame daycall backon allcallsAsked for areferralfrom aclientExplainednext stepsto clientUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemFollowedup with aclientCreatedaleadSharedawinSet appt. inCRM withdetailednotesTold clientstory inCRM forallappts.Thankedaco-workerMade aTargetMarketCallUndividedattentionwith allclientsSharedtheJohnsonStoryEncouragedclient tocomplete asurvey

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