Asked for areferralfrom aclientSet appt. inCRM withdetailednotesSharedtheJohnsonStoryRecognizeda co-workerUsed aclient'sname in anappt.Volunteeredin thecommunitySharedaSuccessJoint callmade withsomeone froma differentdepartmentUpdatedyourbusinessplanFollowedup with aclientUndividedattentionwith allclientsSharedawinMade aTargetMarketCallUsedengagedlisteningTold clientstory inCRM forallappts.CreatedaleadAsked forthebusinessPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayTookownershipof aproblemExplainednext stepsto clientSame daycall backon all callsTailored afinancialsolutionThankedaco-workerEncouragedclient tocomplete asurveyAsked for areferralfrom aclientSet appt. inCRM withdetailednotesSharedtheJohnsonStoryRecognizeda co-workerUsed aclient'sname in anappt.Volunteeredin thecommunitySharedaSuccessJoint callmade withsomeone froma differentdepartmentUpdatedyourbusinessplanFollowedup with aclientUndividedattentionwith allclientsSharedawinMade aTargetMarketCallUsedengagedlisteningTold clientstory inCRM forallappts.CreatedaleadAsked forthebusinessPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayTookownershipof aproblemExplainednext stepsto clientSame daycall backon all callsTailored afinancialsolutionThankedaco-workerEncouragedclient tocomplete asurvey

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