Tailored afinancialsolutionMade aTargetMarketCallSet appt. inCRM withdetailednotesRecognizeda co-workerUpdatedyourbusinessplanPersonalintroductionmadeAsked forthebusinessEncouragedclient tocomplete asurveyVolunteeredin thecommunityAsked for areferralfrom aclientThankedaco-workerCreatedaleadSharedtheJohnsonStorySame daycall backon all callsUsed aclient'sname in anappt.SharedaSuccessSharedawinTold clientstory inCRM forallappts.Followedup with aclientJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemUsedengagedlisteningUndividedattentionwith allclientsExplainednext stepsto clientTailored afinancialsolutionMade aTargetMarketCallSet appt. inCRM withdetailednotesRecognizeda co-workerUpdatedyourbusinessplanPersonalintroductionmadeAsked forthebusinessEncouragedclient tocomplete asurveyVolunteeredin thecommunityAsked for areferralfrom aclientThankedaco-workerCreatedaleadSharedtheJohnsonStorySame daycall backon all callsUsed aclient'sname in anappt.SharedaSuccessSharedawinTold clientstory inCRM forallappts.Followedup with aclientJoint callmade withsomeone froma differentdepartmentTookownershipof aproblemUsedengagedlisteningUndividedattentionwith allclientsExplainednext stepsto client

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