Joint callmade withsomeone froma differentdepartmentSharedaSuccessTailored afinancialsolutionThankedaco-workerCreatedaleadSame daycall backon all callsEncouragedclient tocomplete asurveyExplainednext stepsto clientSharedawinMade aTargetMarketCallPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUsed aclient'sname in anappt.Volunteeredin thecommunityUndividedattentionwith allclientsSharedtheJohnsonStoryAsked forthebusinessTookownershipof aproblemAsked for areferralfrom aclientRecognizeda co-workerUsedengagedlisteningSet appt. inCRM withdetailednotesUpdatedyourbusinessplanFollowedup with aclientTold clientstory inCRM forallappts.Joint callmade withsomeone froma differentdepartmentSharedaSuccessTailored afinancialsolutionThankedaco-workerCreatedaleadSame daycall backon all callsEncouragedclient tocomplete asurveyExplainednext stepsto clientSharedawinMade aTargetMarketCallPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUsed aclient'sname in anappt.Volunteeredin thecommunityUndividedattentionwith allclientsSharedtheJohnsonStoryAsked forthebusinessTookownershipof aproblemAsked for areferralfrom aclientRecognizeda co-workerUsedengagedlisteningSet appt. inCRM withdetailednotesUpdatedyourbusinessplanFollowedup with aclientTold clientstory inCRM forallappts.

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