SharedtheJohnsonStoryPersonalintroductionmadeCreatedaleadUpdatedyourbusinessplanEncouragedclient tocomplete asurveyTailored afinancialsolutionTold clientstory inCRM forallappts.SharedaSuccessAsked forthebusinessJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsMade aTargetMarketCallSharedawinThankedaco-workerUsedengagedlisteningExplainednext stepsto clientTookownershipof aproblemSet appt. inCRM withdetailednotesAsked for areferralfrom aclientUsed aclient'sname in anappt.Same daycall backon allcallsRecognizeda co-workerVolunteeredin thecommunityFollowedup with aclientSharedtheJohnsonStoryPersonalintroductionmadeCreatedaleadUpdatedyourbusinessplanEncouragedclient tocomplete asurveyTailored afinancialsolutionTold clientstory inCRM forallappts.SharedaSuccessAsked forthebusinessJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsMade aTargetMarketCallSharedawinThankedaco-workerUsedengagedlisteningExplainednext stepsto clientTookownershipof aproblemSet appt. inCRM withdetailednotesAsked for areferralfrom aclientUsed aclient'sname in anappt.Same daycall backon allcallsRecognizeda co-workerVolunteeredin thecommunityFollowedup with aclient

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