Set appt. in CRM with detailed notes Used engaged listening Same day call back on all calls Joint call made with someone from a different department Asked for a referral from a client Took ownership of a problem Asked for the business Volunteered in the community Told client story in CRM for all appts. Personal introduction made Undivided attention with all clients Updated your business plan Recognized a co-worker Used a client's name in an appt. Explained next steps to client Shared the Johnson Story Created a lead Made a Target Market Call Thanked a co-worker Encouraged client to complete a survey Shared a Success Followed up with a client Tailored a financial solution Shared a win Set appt. in CRM with detailed notes Used engaged listening Same day call back on all calls Joint call made with someone from a different department Asked for a referral from a client Took ownership of a problem Asked for the business Volunteered in the community Told client story in CRM for all appts. Personal introduction made Undivided attention with all clients Updated your business plan Recognized a co-worker Used a client's name in an appt. Explained next steps to client Shared the Johnson Story Created a lead Made a Target Market Call Thanked a co-worker Encouraged client to complete a survey Shared a Success Followed up with a client Tailored a financial solution Shared a win
(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.
Set appt. in
CRM with
detailed
notes
Used
engaged
listening
Same day
call back
on all
calls
Joint call
made with
someone from
a different
department
Asked for a
referral
from a
client
Took
ownership
of a
problem
Asked for
the
business
Volunteered
in the
community
Told client
story in
CRM for all
appts.
Personal
introduction
made
Undivided
attention
with all
clients
Updated
your
business
plan
Recognized
a co-worker
Used a
client's
name in an
appt.
Explained
next steps
to client
Shared the
Johnson
Story
Created a
lead
Made a
Target
Market Call
Thanked a
co-worker
Encouraged
client to
complete a
survey
Shared a
Success
Followed
up with a
client
Tailored a
financial
solution
Shared a
win