(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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Undivided
attention
with all
clients
Thanked a
co-worker
Used a
client's
name in an
appt.
Took
ownership
of a
problem
Told client
story in
CRM for all
appts.
Same day
call back
on all
calls
Used
engaged
listening
Tailored a
financial
solution
Created a
lead
Set appt. in
CRM with
detailed
notes
Explained
next steps
to client
Shared a
Success
Updated
your
business
plan
Encouraged
client to
complete a
survey
Asked for a
referral
from a
client
Volunteered
in the
community
Personal
introduction
made
Shared a
win
Recognized
a co-worker
Joint call
made with
someone from
a different
department
