Tailored afinancialsolutionCreatedaleadMade aTargetMarketCallVolunteeredin thecommunityTold clientstory inCRM forallappts.Undividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentAsked forthebusinessUsed aclient'sname in anappt.Same daycall backon all callsSharedawinTookownershipof aproblemExplainednext stepsto clientSharedtheJohnsonStorySharedaSuccessUsedengagedlisteningAsked for areferralfrom aclientSet appt. inCRM withdetailednotesPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUpdatedyourbusinessplanFollowedup with aclientEncouragedclient tocomplete asurveyThankedaco-workerRecognizeda co-workerTailored afinancialsolutionCreatedaleadMade aTargetMarketCallVolunteeredin thecommunityTold clientstory inCRM forallappts.Undividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentAsked forthebusinessUsed aclient'sname in anappt.Same daycall backon all callsSharedawinTookownershipof aproblemExplainednext stepsto clientSharedtheJohnsonStorySharedaSuccessUsedengagedlisteningAsked for areferralfrom aclientSet appt. inCRM withdetailednotesPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUpdatedyourbusinessplanFollowedup with aclientEncouragedclient tocomplete asurveyThankedaco-workerRecognizeda co-worker

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