Used aclient'sname in anappt.CreatedaleadUndividedattentionwith allclientsVolunteeredin thecommunitySharedaSuccessSame daycall backon allcallsUsedengagedlisteningSharedawinTailored afinancialsolutionEncouragedclient tocomplete asurveyPersonalintroductionmadeSet appt. inCRM withdetailednotesSharedtheJohnsonStoryRecognizeda co-workerExplainednext stepsto clientMade aTargetMarketCallAsked forthebusinessThankedaco-workerJoint callmade withsomeone froma differentdepartmentFollowedup with aclientUpdatedyourbusinessplanTookownershipof aproblemTold clientstory inCRM forallappts.Asked for areferralfrom aclientUsed aclient'sname in anappt.CreatedaleadUndividedattentionwith allclientsVolunteeredin thecommunitySharedaSuccessSame daycall backon allcallsUsedengagedlisteningSharedawinTailored afinancialsolutionEncouragedclient tocomplete asurveyPersonalintroductionmadeSet appt. inCRM withdetailednotesSharedtheJohnsonStoryRecognizeda co-workerExplainednext stepsto clientMade aTargetMarketCallAsked forthebusinessThankedaco-workerJoint callmade withsomeone froma differentdepartmentFollowedup with aclientUpdatedyourbusinessplanTookownershipof aproblemTold clientstory inCRM forallappts.Asked for areferralfrom 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. Used a client's name in an appt.
  2. Created a lead
  3. Undivided attention with all clients
  4. Volunteered in the community
  5. Shared a Success
  6. Same day call back on all calls
  7. Used engaged listening
  8. Shared a win
  9. Tailored a financial solution
  10. Encouraged client to complete a survey
  11. Personal introduction made
  12. Set appt. in CRM with detailed notes
  13. Shared the Johnson Story
  14. Recognized a co-worker
  15. Explained next steps to client
  16. Made a Target Market Call
  17. Asked for the business
  18. Thanked a co-worker
  19. Joint call made with someone from a different department
  20. Followed up with a client
  21. Updated your business plan
  22. Took ownership of a problem
  23. Told client story in CRM for all appts.
  24. Asked for a referral from a client