Thankedaco-workerUpdatedyourbusinessplanSharedaSuccessEncouragedclient tocomplete asurveyUndividedattentionwith allclientsVolunteeredin thecommunityUsed aclient'sname in anappt.Told clientstory inCRM forallappts.CreatedaleadAsked for areferralfrom aclientUsedengagedlisteningExplainednext stepsto clientRecognizeda co-workerAsked forthebusinessSharedtheJohnsonStoryPersonalintroductionmadeSet appt. inCRM withdetailednotesMade aTargetMarketCallJoint callmade withsomeone froma differentdepartmentSharedawinFollowedup with aclientTailored afinancialsolutionTookownershipof aproblemSame daycall backon allcallsThankedaco-workerUpdatedyourbusinessplanSharedaSuccessEncouragedclient tocomplete asurveyUndividedattentionwith allclientsVolunteeredin thecommunityUsed aclient'sname in anappt.Told clientstory inCRM forallappts.CreatedaleadAsked for areferralfrom aclientUsedengagedlisteningExplainednext stepsto clientRecognizeda co-workerAsked forthebusinessSharedtheJohnsonStoryPersonalintroductionmadeSet appt. inCRM withdetailednotesMade aTargetMarketCallJoint callmade withsomeone froma differentdepartmentSharedawinFollowedup with aclientTailored afinancialsolutionTookownershipof aproblemSame daycall backon allcalls

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