UpdatedyourbusinessplanTold clientstory inCRM forallappts.Asked forthebusinessTookownershipof aproblemExplainednext stepsto clientRecognizeda co-workerSharedawinUndividedattentionwith allclientsUsed aclient'sname in anappt.Asked for areferralfrom aclientUsedengagedlisteningJoint callmade withsomeone froma differentdepartmentSame daycall backon all callsMade aTargetMarketCallVolunteeredin thecommunityPersonalintroductionmadeSet appt. inCRM withdetailednotesFollowedup with aclientThankedaco-workerSharedtheJohnsonStoryEncouragedclient tocomplete asurveySharedaSuccessCreatedaleadTailored afinancialsolutionUpdatedyourbusinessplanTold clientstory inCRM forallappts.Asked forthebusinessTookownershipof aproblemExplainednext stepsto clientRecognizeda co-workerSharedawinUndividedattentionwith allclientsUsed aclient'sname in anappt.Asked for areferralfrom aclientUsedengagedlisteningJoint callmade withsomeone froma differentdepartmentSame daycall backon all callsMade aTargetMarketCallVolunteeredin thecommunityPersonalintroductionmadeSet appt. inCRM withdetailednotesFollowedup with aclientThankedaco-workerSharedtheJohnsonStoryEncouragedclient tocomplete asurveySharedaSuccessCreatedaleadTailored afinancialsolution

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