Encouragedclient tocomplete asurveyUsed aclient'sname in anappt.Recognizeda co-workerUsedengagedlisteningTookownershipof aproblemTold clientstory inCRM forallappts.SharedtheJohnsonStoryFollowedup with aclientThankedaco-workerPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayExplainednext stepsto clientMade aTargetMarketCallVolunteeredin thecommunitySame daycall backon all callsUpdatedyourbusinessplanAsked forthebusinessUndividedattentionwith allclientsSet appt. inCRM withdetailednotesTailored afinancialsolutionAsked for areferralfrom aclientSharedawinJoint callmade withsomeone froma differentdepartmentCreatedaleadSharedaSuccessEncouragedclient tocomplete asurveyUsed aclient'sname in anappt.Recognizeda co-workerUsedengagedlisteningTookownershipof aproblemTold clientstory inCRM forallappts.SharedtheJohnsonStoryFollowedup with aclientThankedaco-workerPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayExplainednext stepsto clientMade aTargetMarketCallVolunteeredin thecommunitySame daycall backon all callsUpdatedyourbusinessplanAsked forthebusinessUndividedattentionwith allclientsSet appt. inCRM withdetailednotesTailored afinancialsolutionAsked for areferralfrom aclientSharedawinJoint callmade withsomeone froma differentdepartmentCreatedaleadSharedaSuccess

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