Set appt. inCRM withdetailednotesUsedengagedlisteningSame daycall backon allcallsJoint callmade withsomeone froma differentdepartmentAsked for areferralfrom aclientTookownershipof aproblemAsked forthebusinessVolunteeredin thecommunityTold clientstory inCRM forallappts.PersonalintroductionmadeUndividedattentionwith allclientsUpdatedyourbusinessplanRecognizeda co-workerUsed aclient'sname in anappt.Explainednext stepsto clientSharedtheJohnsonStoryCreatedaleadMade aTargetMarketCallThankedaco-workerEncouragedclient tocomplete asurveySharedaSuccessFollowedup with aclientTailored afinancialsolutionSharedawinSet appt. inCRM withdetailednotesUsedengagedlisteningSame daycall backon allcallsJoint callmade withsomeone froma differentdepartmentAsked for areferralfrom aclientTookownershipof aproblemAsked forthebusinessVolunteeredin thecommunityTold clientstory inCRM forallappts.PersonalintroductionmadeUndividedattentionwith allclientsUpdatedyourbusinessplanRecognizeda co-workerUsed aclient'sname in anappt.Explainednext stepsto clientSharedtheJohnsonStoryCreatedaleadMade aTargetMarketCallThankedaco-workerEncouragedclient tocomplete asurveySharedaSuccessFollowedup with aclientTailored afinancialsolutionSharedawin

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