SharedaSuccessTold clientstory inCRM forallappts.Asked for areferralfrom aclientPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayMade aTargetMarketCallCreatedaleadUsedengagedlisteningEncouragedclient tocomplete asurveyAsked forthebusinessExplainednext stepsto clientSet appt. inCRM withdetailednotesVolunteeredin thecommunityUpdatedyourbusinessplanUsed aclient'sname in anappt.SharedawinSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartmentTailored afinancialsolutionRecognizeda co-workerUndividedattentionwith allclientsThankedaco-workerSame daycall backon all callsFollowedup with aclientTookownershipof aproblemSharedaSuccessTold clientstory inCRM forallappts.Asked for areferralfrom aclientPersonalintroductionmadeShared aSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemCreated aleadSame dayMade aTargetMarketCallCreatedaleadUsedengagedlisteningEncouragedclient tocomplete asurveyAsked forthebusinessExplainednext stepsto clientSet appt. inCRM withdetailednotesVolunteeredin thecommunityUpdatedyourbusinessplanUsed aclient'sname in anappt.SharedawinSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartmentTailored afinancialsolutionRecognizeda co-workerUndividedattentionwith allclientsThankedaco-workerSame daycall backon all callsFollowedup with aclientTookownershipof aproblem

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