Explainednext stepsto clientSame daycall backon all callsSharedtheJohnsonStoryFollowedup with aclientSet appt. inCRM withdetailednotesThankedaco-workerSharedaSuccessUpdatedyourbusinessplanUndividedattentionwith allclientsUsedengagedlisteningUsed aclient'sname in anappt.Encouragedclient tocomplete asurveyAsked forthebusinessJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerTold clientstory inCRM forallappts.Made aTargetMarketCallSharedawinPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayTailored afinancialsolutionVolunteeredin thecommunityTookownershipof aproblemCreatedaleadAsked for areferralfrom aclientExplainednext stepsto clientSame daycall backon all callsSharedtheJohnsonStoryFollowedup with aclientSet appt. inCRM withdetailednotesThankedaco-workerSharedaSuccessUpdatedyourbusinessplanUndividedattentionwith allclientsUsedengagedlisteningUsed aclient'sname in anappt.Encouragedclient tocomplete asurveyAsked forthebusinessJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerTold clientstory inCRM forallappts.Made aTargetMarketCallSharedawinPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayTailored afinancialsolutionVolunteeredin thecommunityTookownershipof aproblemCreatedaleadAsked for areferralfrom 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. Explained next steps to client
  2. Same day call back on all calls
  3. Shared the Johnson Story
  4. Followed up with a client
  5. Set appt. in CRM with detailed notes
  6. Thanked a co-worker
  7. Shared a Success
  8. Updated your business plan
  9. Undivided attention with all clients
  10. Used engaged listening
  11. Used a client's name in an appt.
  12. Encouraged client to complete a survey
  13. Asked for the business
  14. Joint call made with someone from a different department
  15. Recognized a co-worker
  16. Told client story in CRM for all appts.
  17. Made a Target Market Call
  18. Shared a win
  19. Personal introduction made Shared a Success Set appt. in CRM with detailed notes Took ownership of a problem Created a lead Same day
  20. Tailored a financial solution
  21. Volunteered in the community
  22. Took ownership of a problem
  23. Created a lead
  24. Asked for a referral from a client