Followedup with aclientAsked for areferralfrom aclientSame daycall backon all callsUpdatedyourbusinessplanPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUndividedattentionwith allclientsExplainednext stepsto clientSharedawinTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesSharedtheJohnsonStoryAsked forthebusinessThankedaco-workerVolunteeredin thecommunityTookownershipof aproblemEncouragedclient tocomplete asurveyJoint callmade withsomeone froma differentdepartmentUsed aclient'sname in anappt.Made aTargetMarketCallUsedengagedlisteningCreatedaleadSharedaSuccessTailored afinancialsolutionRecognizeda co-workerFollowedup with aclientAsked for areferralfrom aclientSame daycall backon all callsUpdatedyourbusinessplanPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUndividedattentionwith allclientsExplainednext stepsto clientSharedawinTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesSharedtheJohnsonStoryAsked forthebusinessThankedaco-workerVolunteeredin thecommunityTookownershipof aproblemEncouragedclient tocomplete asurveyJoint callmade withsomeone froma differentdepartmentUsed aclient'sname in anappt.Made aTargetMarketCallUsedengagedlisteningCreatedaleadSharedaSuccessTailored afinancialsolutionRecognizeda co-worker

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