Told clientstory inCRM forallappts.SharedaSuccessTookownershipof aproblemSharedawinThankedaco-workerUndividedattentionwith allclientsAsked for areferralfrom aclientSet appt. inCRM withdetailednotesEncouragedclient tocomplete asurveyUsed aclient'sname in anappt.Explainednext stepsto clientJoint callmade withsomeone froma differentdepartmentPersonalintroductionmadeSame daycall backon allcallsUsedengagedlisteningCreatedaleadVolunteeredin thecommunityRecognizeda co-workerFollowedup with aclientTailored afinancialsolutionSharedtheJohnsonStoryUpdatedyourbusinessplanMade aTargetMarketCallAsked forthebusinessTold clientstory inCRM forallappts.SharedaSuccessTookownershipof aproblemSharedawinThankedaco-workerUndividedattentionwith allclientsAsked for areferralfrom aclientSet appt. inCRM withdetailednotesEncouragedclient tocomplete asurveyUsed aclient'sname in anappt.Explainednext stepsto clientJoint callmade withsomeone froma differentdepartmentPersonalintroductionmadeSame daycall backon allcallsUsedengagedlisteningCreatedaleadVolunteeredin thecommunityRecognizeda co-workerFollowedup with aclientTailored afinancialsolutionSharedtheJohnsonStoryUpdatedyourbusinessplanMade aTargetMarketCallAsked forthebusiness

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Told client story in CRM for all appts.
  2. Shared a Success
  3. Took ownership of a problem
  4. Shared a win
  5. Thanked a co-worker
  6. Undivided attention with all clients
  7. Asked for a referral from a client
  8. Set appt. in CRM with detailed notes
  9. Encouraged client to complete a survey
  10. Used a client's name in an appt.
  11. Explained next steps to client
  12. Joint call made with someone from a different department
  13. Personal introduction made
  14. Same day call back on all calls
  15. Used engaged listening
  16. Created a lead
  17. Volunteered in the community
  18. Recognized a co-worker
  19. Followed up with a client
  20. Tailored a financial solution
  21. Shared the Johnson Story
  22. Updated your business plan
  23. Made a Target Market Call
  24. Asked for the business