Recognizeda co-workerUsed aclient'sname in anappt.Told clientstory inCRM forallappts.SharedaSuccessAsked for areferralfrom aclientUndividedattentionwith allclientsCreatedaleadAsked forthebusinessPersonalintroductionmadeMade aTargetMarketCallTailored afinancialsolutionSharedtheJohnsonStorySet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentThankedaco-workerSame daycall backon all callsSharedawinFollowedup with aclientTookownershipof aproblemUpdatedyourbusinessplanEncouragedclient tocomplete asurveyExplainednext stepsto clientVolunteeredin thecommunityUsedengagedlisteningRecognizeda co-workerUsed aclient'sname in anappt.Told clientstory inCRM forallappts.SharedaSuccessAsked for areferralfrom aclientUndividedattentionwith allclientsCreatedaleadAsked forthebusinessPersonalintroductionmadeMade aTargetMarketCallTailored afinancialsolutionSharedtheJohnsonStorySet appt. inCRM withdetailednotesJoint callmade withsomeone froma differentdepartmentThankedaco-workerSame daycall backon all callsSharedawinFollowedup with aclientTookownershipof aproblemUpdatedyourbusinessplanEncouragedclient tocomplete asurveyExplainednext stepsto clientVolunteeredin thecommunityUsedengagedlistening

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Recognized a co-worker
  2. Used a client's name in an appt.
  3. Told client story in CRM for all appts.
  4. Shared a Success
  5. Asked for a referral from a client
  6. Undivided attention with all clients
  7. Created a lead
  8. Asked for the business
  9. Personal introduction made
  10. Made a Target Market Call
  11. Tailored a financial solution
  12. Shared the Johnson Story
  13. Set appt. in CRM with detailed notes
  14. Joint call made with someone from a different department
  15. Thanked a co-worker
  16. Same day call back on all calls
  17. Shared a win
  18. Followed up with a client
  19. Took ownership of a problem
  20. Updated your business plan
  21. Encouraged client to complete a survey
  22. Explained next steps to client
  23. Volunteered in the community
  24. Used engaged listening