CreatedaleadUsedengagedlisteningTookownershipof aproblemTailored afinancialsolutionPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySet appt. inCRM withdetailednotesAsked forthebusinessUsed aclient'sname in anappt.Volunteeredin thecommunityMade aTargetMarketCallSharedaSuccessTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyThankedaco-workerFollowedup with aclientExplainednext stepsto clientJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerAsked for areferralfrom aclientSharedawinUndividedattentionwith allclientsUpdatedyourbusinessplanSharedtheJohnsonStorySame daycall backon all callsCreatedaleadUsedengagedlisteningTookownershipof aproblemTailored afinancialsolutionPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame daySet appt. inCRM withdetailednotesAsked forthebusinessUsed aclient'sname in anappt.Volunteeredin thecommunityMade aTargetMarketCallSharedaSuccessTold clientstory inCRM forallappts.Encouragedclient tocomplete asurveyThankedaco-workerFollowedup with aclientExplainednext stepsto clientJoint callmade withsomeone froma differentdepartmentRecognizeda co-workerAsked for areferralfrom aclientSharedawinUndividedattentionwith allclientsUpdatedyourbusinessplanSharedtheJohnsonStorySame daycall backon all calls

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