Used aclient'sname in anappt.Followedup with aclientTailored afinancialsolutionPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayEncouragedclient tocomplete asurveyRecognizeda co-workerSharedawinTookownershipof aproblemAsked for areferralfrom aclientSharedtheJohnsonStoryVolunteeredin thecommunitySharedaSuccessSet appt. inCRM withdetailednotesCreatedaleadJoint callmade withsomeone froma differentdepartmentUpdatedyourbusinessplanThankedaco-workerMade aTargetMarketCallAsked forthebusinessUndividedattentionwith allclientsTold clientstory inCRM forallappts.UsedengagedlisteningSame daycall backon all callsExplainednext stepsto clientUsed aclient'sname in anappt.Followedup with aclientTailored afinancialsolutionPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayEncouragedclient tocomplete asurveyRecognizeda co-workerSharedawinTookownershipof aproblemAsked for areferralfrom aclientSharedtheJohnsonStoryVolunteeredin thecommunitySharedaSuccessSet appt. inCRM withdetailednotesCreatedaleadJoint callmade withsomeone froma differentdepartmentUpdatedyourbusinessplanThankedaco-workerMade aTargetMarketCallAsked forthebusinessUndividedattentionwith allclientsTold clientstory inCRM forallappts.UsedengagedlisteningSame daycall backon all callsExplainednext stepsto client

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