SharedawinAsked forthebusinessAsked for areferralfrom aclientEncouragedclient tocomplete asurveyMade aTargetMarketCallPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUsedengagedlisteningJoint callmade withsomeone froma differentdepartmentSame daycall backon all callsSharedtheJohnsonStoryVolunteeredin thecommunitySet appt. inCRM withdetailednotesThankedaco-workerTold clientstory inCRM forallappts.Used aclient'sname in anappt.Recognizeda co-workerTailored afinancialsolutionUpdatedyourbusinessplanFollowedup with aclientUndividedattentionwith allclientsTookownershipof aproblemCreatedaleadExplainednext stepsto clientSharedaSuccessSharedawinAsked forthebusinessAsked for areferralfrom aclientEncouragedclient tocomplete asurveyMade aTargetMarketCallPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayUsedengagedlisteningJoint callmade withsomeone froma differentdepartmentSame daycall backon all callsSharedtheJohnsonStoryVolunteeredin thecommunitySet appt. inCRM withdetailednotesThankedaco-workerTold clientstory inCRM forallappts.Used aclient'sname in anappt.Recognizeda co-workerTailored afinancialsolutionUpdatedyourbusinessplanFollowedup with aclientUndividedattentionwith allclientsTookownershipof aproblemCreatedaleadExplainednext stepsto clientSharedaSuccess

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