PersonalintroductionmadeCreatedaleadRecognizeda co-workerUsedengagedlisteningAsked forthebusinessSet appt. inCRM withdetailednotesUsed aclient'sname in anappt.UpdatedyourbusinessplanThankedaco-workerSame daycall backon all callsUndividedattentionwith allclientsSharedaSuccessExplainednext stepsto clientAsked for areferralfrom aclientMade aTargetMarketCallSharedtheJohnsonStoryTailored afinancialsolutionVolunteeredin thecommunityTold clientstory inCRM forallappts.Joint callmade withsomeone froma differentdepartmentSharedawinEncouragedclient tocomplete asurveyTookownershipof aproblemFollowedup with aclientPersonalintroductionmadeCreatedaleadRecognizeda co-workerUsedengagedlisteningAsked forthebusinessSet appt. inCRM withdetailednotesUsed aclient'sname in anappt.UpdatedyourbusinessplanThankedaco-workerSame daycall backon all callsUndividedattentionwith allclientsSharedaSuccessExplainednext stepsto clientAsked for areferralfrom aclientMade aTargetMarketCallSharedtheJohnsonStoryTailored afinancialsolutionVolunteeredin thecommunityTold clientstory inCRM forallappts.Joint callmade withsomeone froma differentdepartmentSharedawinEncouragedclient tocomplete asurveyTookownershipof aproblemFollowedup 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. Personal introduction made
  2. Created a lead
  3. Recognized a co-worker
  4. Used engaged listening
  5. Asked for the business
  6. Set appt. in CRM with detailed notes
  7. Used a client's name in an appt.
  8. Updated your business plan
  9. Thanked a co-worker
  10. Same day call back on all calls
  11. Undivided attention with all clients
  12. Shared a Success
  13. Explained next steps to client
  14. Asked for a referral from a client
  15. Made a Target Market Call
  16. Shared the Johnson Story
  17. Tailored a financial solution
  18. Volunteered in the community
  19. Told client story in CRM for all appts.
  20. Joint call made with someone from a different department
  21. Shared a win
  22. Encouraged client to complete a survey
  23. Took ownership of a problem
  24. Followed up with a client