Thankedaco-workerUpdatedyourbusinessplanAsked for areferralfrom aclientUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemSharedawinEncouragedclient tocomplete asurveyExplainednext stepsto clientUsedengagedlisteningSharedaSuccessAsked forthebusinessTailored afinancialsolutionTold clientstory inCRM forallappts.Recognizeda co-workerVolunteeredin thecommunitySet appt. inCRM withdetailednotesCreatedaleadUsed aclient'sname in anappt.Same daycall backon allcallsMade aTargetMarketCallPersonalintroductionmadeSharedtheJohnsonStoryFollowedup with aclientThankedaco-workerUpdatedyourbusinessplanAsked for areferralfrom aclientUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemSharedawinEncouragedclient tocomplete asurveyExplainednext stepsto clientUsedengagedlisteningSharedaSuccessAsked forthebusinessTailored afinancialsolutionTold clientstory inCRM forallappts.Recognizeda co-workerVolunteeredin thecommunitySet appt. inCRM withdetailednotesCreatedaleadUsed aclient'sname in anappt.Same daycall backon allcallsMade aTargetMarketCallPersonalintroductionmadeSharedtheJohnsonStoryFollowedup 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. Thanked a co-worker
  2. Updated your business plan
  3. Asked for a referral from a client
  4. Undivided attention with all clients
  5. Joint call made with someone from a different department
  6. Took ownership of a problem
  7. Shared a win
  8. Encouraged client to complete a survey
  9. Explained next steps to client
  10. Used engaged listening
  11. Shared a Success
  12. Asked for the business
  13. Tailored a financial solution
  14. Told client story in CRM for all appts.
  15. Recognized a co-worker
  16. Volunteered in the community
  17. Set appt. in CRM with detailed notes
  18. Created a lead
  19. Used a client's name in an appt.
  20. Same day call back on all calls
  21. Made a Target Market Call
  22. Personal introduction made
  23. Shared the Johnson Story
  24. Followed up with a client