Made aTargetMarketCallSharedtheJohnsonStoryTookownershipof aproblemUpdatedyourbusinessplanSharedaSuccessUsedengagedlisteningFollowedup with aclientAsked for areferralfrom aclientTold clientstory inCRM forallappts.PersonalintroductionmadeSame daycall backon allcallsSet appt. inCRM withdetailednotesSharedawinCreatedaleadAsked forthebusinessUndividedattentionwith allclientsUsed aclient'sname in anappt.Explainednext stepsto clientTailored afinancialsolutionJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerVolunteeredin thecommunityThankedaco-workerEncouragedclient tocomplete asurveyMade aTargetMarketCallSharedtheJohnsonStoryTookownershipof aproblemUpdatedyourbusinessplanSharedaSuccessUsedengagedlisteningFollowedup with aclientAsked for areferralfrom aclientTold clientstory inCRM forallappts.PersonalintroductionmadeSame daycall backon allcallsSet appt. inCRM withdetailednotesSharedawinCreatedaleadAsked forthebusinessUndividedattentionwith allclientsUsed aclient'sname in anappt.Explainednext stepsto clientTailored afinancialsolutionJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerVolunteeredin thecommunityThankedaco-workerEncouragedclient tocomplete asurvey

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