SharedaSuccessTold clientstory inCRM forallappts.Explainednext stepsto clientAsked forthebusinessJoint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesTailored afinancialsolutionEncouragedclient tocomplete asurveyUpdatedyourbusinessplanThankedaco-workerAsked for areferralfrom aclientFollowedup with aclientPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayCreatedaleadSharedtheJohnsonStoryTookownershipof aproblemUsed aclient'sname in anappt.Recognizeda co-workerSame daycall backon all callsMade aTargetMarketCallUndividedattentionwith allclientsSharedawinVolunteeredin thecommunityUsedengagedlisteningSharedaSuccessTold clientstory inCRM forallappts.Explainednext stepsto clientAsked forthebusinessJoint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesTailored afinancialsolutionEncouragedclient tocomplete asurveyUpdatedyourbusinessplanThankedaco-workerAsked for areferralfrom aclientFollowedup with aclientPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayCreatedaleadSharedtheJohnsonStoryTookownershipof aproblemUsed aclient'sname in anappt.Recognizeda co-workerSame daycall backon all callsMade aTargetMarketCallUndividedattentionwith allclientsSharedawinVolunteeredin thecommunityUsedengagedlistening

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