Recognizeda co-workerAsked for areferralfrom aclientAsked forthebusinessCreatedaleadSame daycall backon allcallsExplainednext stepsto clientPersonalintroductionmadeSharedtheJohnsonStoryTookownershipof aproblemSharedawinTailored afinancialsolutionUsedengagedlisteningEncouragedclient tocomplete asurveyFollowedup with aclientTold clientstory inCRM forallappts.Joint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesMade aTargetMarketCallVolunteeredin thecommunitySharedaSuccessThankedaco-workerUndividedattentionwith allclientsUpdatedyourbusinessplanUsed aclient'sname in anappt.Recognizeda co-workerAsked for areferralfrom aclientAsked forthebusinessCreatedaleadSame daycall backon allcallsExplainednext stepsto clientPersonalintroductionmadeSharedtheJohnsonStoryTookownershipof aproblemSharedawinTailored afinancialsolutionUsedengagedlisteningEncouragedclient tocomplete asurveyFollowedup with aclientTold clientstory inCRM forallappts.Joint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesMade aTargetMarketCallVolunteeredin thecommunitySharedaSuccessThankedaco-workerUndividedattentionwith allclientsUpdatedyourbusinessplanUsed 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. Recognized a co-worker
  2. Asked for a referral from a client
  3. Asked for the business
  4. Created a lead
  5. Same day call back on all calls
  6. Explained next steps to client
  7. Personal introduction made
  8. Shared the Johnson Story
  9. Took ownership of a problem
  10. Shared a win
  11. Tailored a financial solution
  12. Used engaged listening
  13. Encouraged client to complete a survey
  14. Followed up with a client
  15. Told client story in CRM for all appts.
  16. Joint call made with someone from a different department
  17. Set appt. in CRM with detailed notes
  18. Made a Target Market Call
  19. Volunteered in the community
  20. Shared a Success
  21. Thanked a co-worker
  22. Undivided attention with all clients
  23. Updated your business plan
  24. Used a client's name in an appt.