Undividedattentionwith allclientsTookownershipof aproblemExplainednext stepsto clientSet appt. inCRM withdetailednotesSharedaSuccessUsedengagedlisteningRecognizeda co-workerAsked forthebusinessUpdatedyourbusinessplanSharedtheJohnsonStoryUsed aclient'sname in anappt.CreatedaleadSame daycall backon all callsThankedaco-workerJoint callmade withsomeone froma differentdepartmentPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySharedawinMade aTargetMarketCallAsked for areferralfrom aclientVolunteeredin thecommunityTailored afinancialsolutionTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyFollowedup with aclientUndividedattentionwith allclientsTookownershipof aproblemExplainednext stepsto clientSet appt. inCRM withdetailednotesSharedaSuccessUsedengagedlisteningRecognizeda co-workerAsked forthebusinessUpdatedyourbusinessplanSharedtheJohnsonStoryUsed aclient'sname in anappt.CreatedaleadSame daycall backon all callsThankedaco-workerJoint callmade withsomeone froma differentdepartmentPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySharedawinMade aTargetMarketCallAsked for areferralfrom aclientVolunteeredin thecommunityTailored afinancialsolutionTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyFollowedup with aclient

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