Explainednext stepsto clientMade aTargetMarketCallRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsTookownershipof aproblemTold clientstory inCRM forallappts.UpdatedyourbusinessplanAsked for areferralfrom aclientThankedaco-workerSharedaSuccessEncouragedclient tocomplete asurveySharedtheJohnsonStoryUsedengagedlisteningTailored afinancialsolutionSharedawinUsed aclient'sname in anappt.Set appt. inCRM withdetailednotesSame daycall backon all callsAsked forthebusinessPersonalintroductionmadeCreatedaleadFollowedup with aclientVolunteeredin thecommunityExplainednext stepsto clientMade aTargetMarketCallRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentUndividedattentionwith allclientsTookownershipof aproblemTold clientstory inCRM forallappts.UpdatedyourbusinessplanAsked for areferralfrom aclientThankedaco-workerSharedaSuccessEncouragedclient tocomplete asurveySharedtheJohnsonStoryUsedengagedlisteningTailored afinancialsolutionSharedawinUsed aclient'sname in anappt.Set appt. inCRM withdetailednotesSame daycall backon all callsAsked forthebusinessPersonalintroductionmadeCreatedaleadFollowedup with aclientVolunteeredin thecommunity

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