Made aTargetMarketCallTookownershipof aproblemFollowedup with aclientTold clientstory inCRM forallappts.PersonalintroductionmadeUsedengagedlisteningUpdatedyourbusinessplanCreatedaleadSame daycall backon allcallsSharedawinJoint callmade withsomeone froma differentdepartmentTailored afinancialsolutionAsked for areferralfrom aclientSharedtheJohnsonStorySharedaSuccessEncouragedclient tocomplete asurveyExplainednext stepsto clientUsed aclient'sname in anappt.Asked forthebusinessRecognizeda co-workerThankedaco-workerUndividedattentionwith allclientsSet appt. inCRM withdetailednotesVolunteeredin thecommunityMade aTargetMarketCallTookownershipof aproblemFollowedup with aclientTold clientstory inCRM forallappts.PersonalintroductionmadeUsedengagedlisteningUpdatedyourbusinessplanCreatedaleadSame daycall backon allcallsSharedawinJoint callmade withsomeone froma differentdepartmentTailored afinancialsolutionAsked for areferralfrom aclientSharedtheJohnsonStorySharedaSuccessEncouragedclient tocomplete asurveyExplainednext stepsto clientUsed aclient'sname in anappt.Asked forthebusinessRecognizeda co-workerThankedaco-workerUndividedattentionwith allclientsSet appt. inCRM withdetailednotesVolunteeredin thecommunity

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