Thankedaco-workerExplainednext stepsto clientRecognizeda co-workerVolunteeredin thecommunityJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesCreatedaleadSharedtheJohnsonStoryAsked for areferralfrom aclientTookownershipof aproblemAsked forthebusinessSharedaSuccessTailored afinancialsolutionFollowedup with aclientEncouragedclient tocomplete asurveySame daycall backon all callsSharedawinUsed aclient'sname in anappt.Made aTargetMarketCallPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUsedengagedlisteningUpdatedyourbusinessplanThankedaco-workerExplainednext stepsto clientRecognizeda co-workerVolunteeredin thecommunityJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesCreatedaleadSharedtheJohnsonStoryAsked for areferralfrom aclientTookownershipof aproblemAsked forthebusinessSharedaSuccessTailored afinancialsolutionFollowedup with aclientEncouragedclient tocomplete asurveySame daycall backon all callsSharedawinUsed aclient'sname in anappt.Made aTargetMarketCallPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUsedengagedlisteningUpdatedyourbusinessplan

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