Asked forthebusinessVolunteeredin thecommunityEncouragedclient tocomplete asurveyRecognizeda co-workerUpdatedyourbusinessplanSet appt. inCRM withdetailednotesUsedengagedlisteningPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySharedawinAsked for areferralfrom aclientTookownershipof aproblemThankedaco-workerTailored afinancialsolutionCreatedaleadUsed aclient'sname in anappt.Joint callmade withsomeone froma differentdepartmentExplainednext stepsto clientMade aTargetMarketCallTold clientstory inCRM forallappts.SharedaSuccessFollowedup with aclientSame daycall backon all callsSharedtheJohnsonStoryUndividedattentionwith allclientsAsked forthebusinessVolunteeredin thecommunityEncouragedclient tocomplete asurveyRecognizeda co-workerUpdatedyourbusinessplanSet appt. inCRM withdetailednotesUsedengagedlisteningPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySharedawinAsked for areferralfrom aclientTookownershipof aproblemThankedaco-workerTailored afinancialsolutionCreatedaleadUsed aclient'sname in anappt.Joint callmade withsomeone froma differentdepartmentExplainednext stepsto clientMade aTargetMarketCallTold clientstory inCRM forallappts.SharedaSuccessFollowedup with aclientSame daycall backon all callsSharedtheJohnsonStoryUndividedattentionwith allclients

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