Thankedaco-workerTookownershipof aproblemUpdatedyourbusinessplanExplainednext stepsto clientTold clientstory inCRM forallappts.Made aTargetMarketCallSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartmentSharedawinVolunteeredin thecommunitySame daycall backon all callsUsed aclient'sname in anappt.UsedengagedlisteningEncouragedclient tocomplete asurveyPersonalintroductionmadeRecognizeda co-workerSet appt. inCRM withdetailednotesAsked forthebusinessCreatedaleadUndividedattentionwith allclientsTailored afinancialsolutionSharedaSuccessAsked for areferralfrom aclientFollowedup with aclientThankedaco-workerTookownershipof aproblemUpdatedyourbusinessplanExplainednext stepsto clientTold clientstory inCRM forallappts.Made aTargetMarketCallSharedtheJohnsonStoryJoint callmade withsomeone froma differentdepartmentSharedawinVolunteeredin thecommunitySame daycall backon all callsUsed aclient'sname in anappt.UsedengagedlisteningEncouragedclient tocomplete asurveyPersonalintroductionmadeRecognizeda co-workerSet appt. inCRM withdetailednotesAsked forthebusinessCreatedaleadUndividedattentionwith allclientsTailored afinancialsolutionSharedaSuccessAsked for areferralfrom aclientFollowedup with aclient

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