Thankedaco-workerUpdatedyourbusinessplanSame daycall backon allcallsRecognizeda co-workerMade aTargetMarketCallUndividedattentionwith allclientsUsed aclient'sname in anappt.SharedawinAsked forthebusinessVolunteeredin thecommunityTold clientstory inCRM forallappts.CreatedaleadPersonalintroductionmadeTailored afinancialsolutionAsked for areferralfrom aclientSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesTookownershipof aproblemFollowedup with aclientUsedengagedlisteningExplainednext stepsto clientSharedaSuccessEncouragedclient tocomplete asurveyThankedaco-workerUpdatedyourbusinessplanSame daycall backon allcallsRecognizeda co-workerMade aTargetMarketCallUndividedattentionwith allclientsUsed aclient'sname in anappt.SharedawinAsked forthebusinessVolunteeredin thecommunityTold clientstory inCRM forallappts.CreatedaleadPersonalintroductionmadeTailored afinancialsolutionAsked for areferralfrom aclientSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesTookownershipof aproblemFollowedup with aclientUsedengagedlisteningExplainednext stepsto clientSharedaSuccessEncouragedclient 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. Thanked a co-worker
  2. Updated your business plan
  3. Same day call back on all calls
  4. Recognized a co-worker
  5. Made a Target Market Call
  6. Undivided attention with all clients
  7. Used a client's name in an appt.
  8. Shared a win
  9. Asked for the business
  10. Volunteered in the community
  11. Told client story in CRM for all appts.
  12. Created a lead
  13. Personal introduction made
  14. Tailored a financial solution
  15. Asked for a referral from a client
  16. Shared the Johnson Story
  17. Joint call made with someone from a different department
  18. Set appt. in CRM with detailed notes
  19. Took ownership of a problem
  20. Followed up with a client
  21. Used engaged listening
  22. Explained next steps to client
  23. Shared a Success
  24. Encouraged client to complete a survey