CreatedaleadAsked forthebusinessEncouragedclient tocomplete asurveyTold clientstory inCRM forallappts.UpdatedyourbusinessplanTailored afinancialsolutionSet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemUsedengagedlisteningVolunteeredin thecommunitySharedtheJohnsonStoryFollowedup with aclientMade aTargetMarketCallUsed aclient'sname in anappt.SharedawinThankedaco-workerSame daycall backon all callsAsked for areferralfrom aclientRecognizeda co-workerSharedaSuccessPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUndividedattentionwith allclientsExplainednext stepsto clientCreatedaleadAsked forthebusinessEncouragedclient tocomplete asurveyTold clientstory inCRM forallappts.UpdatedyourbusinessplanTailored afinancialsolutionSet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemUsedengagedlisteningVolunteeredin thecommunitySharedtheJohnsonStoryFollowedup with aclientMade aTargetMarketCallUsed aclient'sname in anappt.SharedawinThankedaco-workerSame daycall backon all callsAsked for areferralfrom aclientRecognizeda co-workerSharedaSuccessPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUndividedattentionwith allclientsExplainednext 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. Created a lead
  2. Asked for the business
  3. Encouraged client to complete a survey
  4. Told client story in CRM for all appts.
  5. Updated your business plan
  6. Tailored a financial solution
  7. Set appt. in CRM with detailed notes
  8. Joint call made with someone from a different department
  9. Took ownership of a problem
  10. Used engaged listening
  11. Volunteered in the community
  12. Shared the Johnson Story
  13. Followed up with a client
  14. Made a Target Market Call
  15. Used a client's name in an appt.
  16. Shared a win
  17. Thanked a co-worker
  18. Same day call back on all calls
  19. Asked for a referral from a client
  20. Recognized a co-worker
  21. Shared a Success
  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. Undivided attention with all clients
  24. Explained next steps to client