UsedengagedlisteningSharedawinTookownershipof aproblemThankedaco-workerUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentEncouragedclient tocomplete asurveyTailored afinancialsolutionSharedtheJohnsonStoryAsked for areferralfrom aclientVolunteeredin thecommunityUndividedattentionwith allclientsExplainednext stepsto clientCreatedaleadSame daycall backon allcallsMade aTargetMarketCallPersonalintroductionmadeSet appt. inCRM withdetailednotesFollowedup with aclientUsed aclient'sname in anappt.SharedaSuccessRecognizeda co-workerTold clientstory inCRM forallappts.Asked forthebusinessUsedengagedlisteningSharedawinTookownershipof aproblemThankedaco-workerUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentEncouragedclient tocomplete asurveyTailored afinancialsolutionSharedtheJohnsonStoryAsked for areferralfrom aclientVolunteeredin thecommunityUndividedattentionwith allclientsExplainednext stepsto clientCreatedaleadSame daycall backon allcallsMade aTargetMarketCallPersonalintroductionmadeSet appt. inCRM withdetailednotesFollowedup with aclientUsed aclient'sname in anappt.SharedaSuccessRecognizeda co-workerTold clientstory inCRM forallappts.Asked forthebusiness

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