UsedengagedlisteningAsked for areferralfrom aclientTold clientstory inCRM forallappts.Asked forthebusinessUpdatedyourbusinessplanRecognizeda co-workerUsed aclient'sname in anappt.Thankedaco-workerJoint callmade withsomeone froma differentdepartmentEncouragedclient tocomplete asurveySet appt. inCRM withdetailednotesMade aTargetMarketCallExplainednext stepsto clientCreatedaleadTailored afinancialsolutionSame daycall backon all callsVolunteeredin thecommunityPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayTookownershipof aproblemSharedawinFollowedup with aclientSharedtheJohnsonStorySharedaSuccessUndividedattentionwith allclientsUsedengagedlisteningAsked for areferralfrom aclientTold clientstory inCRM forallappts.Asked forthebusinessUpdatedyourbusinessplanRecognizeda co-workerUsed aclient'sname in anappt.Thankedaco-workerJoint callmade withsomeone froma differentdepartmentEncouragedclient tocomplete asurveySet appt. inCRM withdetailednotesMade aTargetMarketCallExplainednext stepsto clientCreatedaleadTailored afinancialsolutionSame daycall backon all callsVolunteeredin thecommunityPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayTookownershipof aproblemSharedawinFollowedup with aclientSharedtheJohnsonStorySharedaSuccessUndividedattentionwith 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. Used engaged listening
  2. Asked for a referral from a client
  3. Told client story in CRM for all appts.
  4. Asked for the business
  5. Updated your business plan
  6. Recognized a co-worker
  7. Used a client's name in an appt.
  8. Thanked a co-worker
  9. Joint call made with someone from a different department
  10. Encouraged client to complete a survey
  11. Set appt. in CRM with detailed notes
  12. Made a Target Market Call
  13. Explained next steps to client
  14. Created a lead
  15. Tailored a financial solution
  16. Same day call back on all calls
  17. Volunteered in the community
  18. Personal introduction made Shared a Success Set appt. in CRM with detailed notes Took ownership of a problem Created a lead Same day
  19. Took ownership of a problem
  20. Shared a win
  21. Followed up with a client
  22. Shared the Johnson Story
  23. Shared a Success
  24. Undivided attention with all clients