Encouragedclient tocomplete asurveyAsked forthebusinessCreatedaleadAsked for areferralfrom aclientTookownershipof aproblemVolunteeredin thecommunityUndividedattentionwith allclientsTailored afinancialsolutionSharedaSuccessUsed aclient'sname in anappt.Joint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesThankedaco-workerUpdatedyourbusinessplanFollowedup with aclientSharedawinSharedtheJohnsonStoryRecognizeda co-workerExplainednext stepsto clientPersonalintroductionmadeTold clientstory inCRM forallappts.Same daycall backon all callsMade aTargetMarketCallUsedengagedlisteningEncouragedclient tocomplete asurveyAsked forthebusinessCreatedaleadAsked for areferralfrom aclientTookownershipof aproblemVolunteeredin thecommunityUndividedattentionwith allclientsTailored afinancialsolutionSharedaSuccessUsed aclient'sname in anappt.Joint callmade withsomeone froma differentdepartmentSet appt. inCRM withdetailednotesThankedaco-workerUpdatedyourbusinessplanFollowedup with aclientSharedawinSharedtheJohnsonStoryRecognizeda co-workerExplainednext stepsto clientPersonalintroductionmadeTold clientstory inCRM forallappts.Same daycall backon all callsMade aTargetMarketCallUsedengagedlistening

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