Undividedattentionwith allclientsMade aTargetMarketCallFollowedup with aclientTookownershipof aproblemVolunteeredin thecommunitySharedawinAsked forthebusinessPersonalintroductionmadeSharedtheJohnsonStoryUpdatedyourbusinessplanExplainednext stepsto clientAsked for areferralfrom aclientCreatedaleadThankedaco-workerTailored afinancialsolutionJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveySharedaSuccessSame daycall backon allcallsUsedengagedlisteningUsed aclient'sname in anappt.Set appt. inCRM withdetailednotesUndividedattentionwith allclientsMade aTargetMarketCallFollowedup with aclientTookownershipof aproblemVolunteeredin thecommunitySharedawinAsked forthebusinessPersonalintroductionmadeSharedtheJohnsonStoryUpdatedyourbusinessplanExplainednext stepsto clientAsked for areferralfrom aclientCreatedaleadThankedaco-workerTailored afinancialsolutionJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveySharedaSuccessSame daycall backon allcallsUsedengagedlisteningUsed aclient'sname in anappt.Set appt. inCRM withdetailednotes

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