Recognizeda co-workerThankedaco-workerJoint callmade withsomeone froma differentdepartmentFollowedup with aclientExplainednext stepsto clientUpdatedyourbusinessplanSet appt. inCRM withdetailednotesTookownershipof aproblemAsked for areferralfrom aclientAsked forthebusinessSame daycall backon all callsUndividedattentionwith allclientsUsedengagedlisteningCreatedaleadSharedaSuccessEncouragedclient tocomplete asurveyTold clientstory inCRM forallappts.SharedawinTailored afinancialsolutionSharedtheJohnsonStoryMade aTargetMarketCallUsed aclient'sname in anappt.PersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayVolunteeredin thecommunityRecognizeda co-workerThankedaco-workerJoint callmade withsomeone froma differentdepartmentFollowedup with aclientExplainednext stepsto clientUpdatedyourbusinessplanSet appt. inCRM withdetailednotesTookownershipof aproblemAsked for areferralfrom aclientAsked forthebusinessSame daycall backon all callsUndividedattentionwith allclientsUsedengagedlisteningCreatedaleadSharedaSuccessEncouragedclient tocomplete asurveyTold clientstory inCRM forallappts.SharedawinTailored afinancialsolutionSharedtheJohnsonStoryMade aTargetMarketCallUsed aclient'sname in anappt.PersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayVolunteeredin thecommunity

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Recognized a co-worker
  2. Thanked a co-worker
  3. Joint call made with someone from a different department
  4. Followed up with a client
  5. Explained next steps to client
  6. Updated your business plan
  7. Set appt. in CRM with detailed notes
  8. Took ownership of a problem
  9. Asked for a referral from a client
  10. Asked for the business
  11. Same day call back on all calls
  12. Undivided attention with all clients
  13. Used engaged listening
  14. Created a lead
  15. Shared a Success
  16. Encouraged client to complete a survey
  17. Told client story in CRM for all appts.
  18. Shared a win
  19. Tailored a financial solution
  20. Shared the Johnson Story
  21. Made a Target Market Call
  22. Used a client's name in an appt.
  23. Personal introduction made Shared a Success Set appt. in CRM with detailed notes Took ownership of a problem Created a lead Same day
  24. Volunteered in the community