Encouragedclient tocomplete asurveyThankedaco-workerFollowedup with aclientUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentAsked for areferralfrom aclientVolunteeredin thecommunityPersonalintroductionmadeExplainednext stepsto clientUsed aclient'sname in anappt.Recognizeda co-workerTailored afinancialsolutionSame daycall backon all callsUpdatedyourbusinessplanCreatedaleadAsked forthebusinessSharedawinMade aTargetMarketCallSharedaSuccessUsedengagedlisteningTookownershipof aproblemSharedtheJohnsonStoryTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesEncouragedclient tocomplete asurveyThankedaco-workerFollowedup with aclientUndividedattentionwith allclientsJoint callmade withsomeone froma differentdepartmentAsked for areferralfrom aclientVolunteeredin thecommunityPersonalintroductionmadeExplainednext stepsto clientUsed aclient'sname in anappt.Recognizeda co-workerTailored afinancialsolutionSame daycall backon all callsUpdatedyourbusinessplanCreatedaleadAsked forthebusinessSharedawinMade aTargetMarketCallSharedaSuccessUsedengagedlisteningTookownershipof aproblemSharedtheJohnsonStoryTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotes

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