UpdatedyourbusinessplanVolunteeredin thecommunityPersonalintroductionmadeUndividedattentionwith allclientsSet appt. inCRM withdetailednotesTookownershipof aproblemTold clientstory inCRM forallappts.SharedtheJohnsonStorySharedaSuccessAsked forthebusinessFollowedup with aclientMade aTargetMarketCallThankedaco-workerJoint callmade withsomeone froma differentdepartmentUsedengagedlisteningSharedawinCreatedaleadAsked for areferralfrom aclientSame daycall backon allcallsRecognizeda co-workerUsed aclient'sname in anappt.Explainednext stepsto clientEncouragedclient tocomplete asurveyTailored afinancialsolutionUpdatedyourbusinessplanVolunteeredin thecommunityPersonalintroductionmadeUndividedattentionwith allclientsSet appt. inCRM withdetailednotesTookownershipof aproblemTold clientstory inCRM forallappts.SharedtheJohnsonStorySharedaSuccessAsked forthebusinessFollowedup with aclientMade aTargetMarketCallThankedaco-workerJoint callmade withsomeone froma differentdepartmentUsedengagedlisteningSharedawinCreatedaleadAsked for areferralfrom aclientSame daycall backon allcallsRecognizeda co-workerUsed aclient'sname in anappt.Explainednext stepsto clientEncouragedclient tocomplete asurveyTailored afinancialsolution

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