Explainednext stepsto clientSet appt. inCRM withdetailednotesCreatedaleadRecognizeda co-workerThankedaco-workerFollowedup with aclientSharedtheJohnsonStoryVolunteeredin thecommunityMade aTargetMarketCallJoint callmade withsomeone froma differentdepartmentUsed aclient'sname in anappt.Asked forthebusinessUndividedattentionwith allclientsSharedaSuccessEncouragedclient tocomplete asurveyUpdatedyourbusinessplanUsedengagedlisteningTailored afinancialsolutionPersonalintroductionmadeTold clientstory inCRM forallappts.Asked for areferralfrom aclientTookownershipof aproblemSharedawinSame daycall backon all callsExplainednext stepsto clientSet appt. inCRM withdetailednotesCreatedaleadRecognizeda co-workerThankedaco-workerFollowedup with aclientSharedtheJohnsonStoryVolunteeredin thecommunityMade aTargetMarketCallJoint callmade withsomeone froma differentdepartmentUsed aclient'sname in anappt.Asked forthebusinessUndividedattentionwith allclientsSharedaSuccessEncouragedclient tocomplete asurveyUpdatedyourbusinessplanUsedengagedlisteningTailored afinancialsolutionPersonalintroductionmadeTold clientstory inCRM forallappts.Asked for areferralfrom aclientTookownershipof aproblemSharedawinSame daycall backon all calls

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