Tookownershipof aproblemUsed aclient'sname in anappt.Asked for areferralfrom aclientVolunteeredin thecommunityTailored afinancialsolutionSharedaSuccessExplainednext stepsto clientSharedawinRecognizeda co-workerPersonalintroductionmadeEncouragedclient tocomplete asurveyAsked forthebusinessUsedengagedlisteningFollowedup with aclientUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentMade aTargetMarketCallSharedtheJohnsonStorySame daycall backon allcallsThankedaco-workerCreatedaleadTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesUpdatedyourbusinessplanTookownershipof aproblemUsed aclient'sname in anappt.Asked for areferralfrom aclientVolunteeredin thecommunityTailored afinancialsolutionSharedaSuccessExplainednext stepsto clientSharedawinRecognizeda co-workerPersonalintroductionmadeEncouragedclient tocomplete asurveyAsked forthebusinessUsedengagedlisteningFollowedup with aclientUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentMade aTargetMarketCallSharedtheJohnsonStorySame daycall backon allcallsThankedaco-workerCreatedaleadTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesUpdatedyourbusinessplan

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