Used aclient'sname in anappt.Tookownershipof aproblemEncouragedclient tocomplete asurveyTold clientstory inCRM forallappts.Joint callmade withsomeone froma differentdepartmentAsked for areferralfrom aclientCreatedaleadSame daycall backon all callsMade aTargetMarketCallRecognizeda co-workerSet appt. inCRM withdetailednotesSharedaSuccessThankedaco-workerPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySharedtheJohnsonStoryTailored afinancialsolutionFollowedup with aclientAsked forthebusinessUsedengagedlisteningUndividedattentionwith allclientsVolunteeredin thecommunityExplainednext stepsto clientSharedawinUpdatedyourbusinessplanUsed aclient'sname in anappt.Tookownershipof aproblemEncouragedclient tocomplete asurveyTold clientstory inCRM forallappts.Joint callmade withsomeone froma differentdepartmentAsked for areferralfrom aclientCreatedaleadSame daycall backon all callsMade aTargetMarketCallRecognizeda co-workerSet appt. inCRM withdetailednotesSharedaSuccessThankedaco-workerPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySharedtheJohnsonStoryTailored afinancialsolutionFollowedup with aclientAsked forthebusinessUsedengagedlisteningUndividedattentionwith allclientsVolunteeredin thecommunityExplainednext stepsto clientSharedawinUpdatedyourbusinessplan

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