CreatedaleadJoint callmade withsomeone froma differentdepartmentTailored afinancialsolutionMade aTargetMarketCallUsed aclient'sname in anappt.SharedawinSharedaSuccessAsked for areferralfrom aclientTold clientstory inCRM forallappts.Tookownershipof aproblemEncouragedclient tocomplete asurveyThankedaco-workerFollowedup with aclientRecognizeda co-workerSet appt. inCRM withdetailednotesSame daycall backon allcallsSharedtheJohnsonStoryUndividedattentionwith allclientsExplainednext stepsto clientPersonalintroductionmadeUsedengagedlisteningAsked forthebusinessUpdatedyourbusinessplanVolunteeredin thecommunityCreatedaleadJoint callmade withsomeone froma differentdepartmentTailored afinancialsolutionMade aTargetMarketCallUsed aclient'sname in anappt.SharedawinSharedaSuccessAsked for areferralfrom aclientTold clientstory inCRM forallappts.Tookownershipof aproblemEncouragedclient tocomplete asurveyThankedaco-workerFollowedup with aclientRecognizeda co-workerSet appt. inCRM withdetailednotesSame daycall backon allcallsSharedtheJohnsonStoryUndividedattentionwith allclientsExplainednext stepsto clientPersonalintroductionmadeUsedengagedlisteningAsked forthebusinessUpdatedyourbusinessplanVolunteeredin thecommunity

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