Tookownershipof aproblemVolunteeredin thecommunityFollowedup with aclientUsed aclient'sname in anappt.Explainednext stepsto clientMade aTargetMarketCallAsked for areferralfrom aclientSame daycall backon all callsTailored afinancialsolutionCreatedaleadSharedtheJohnsonStoryPersonalintroductionmadeEncouragedclient tocomplete asurveyThankedaco-workerJoint callmade withsomeone froma differentdepartmentSharedawinUpdatedyourbusinessplanUndividedattentionwith allclientsAsked forthebusinessUsedengagedlisteningTold clientstory inCRM forallappts.Recognizeda co-workerSharedaSuccessSet appt. inCRM withdetailednotesTookownershipof aproblemVolunteeredin thecommunityFollowedup with aclientUsed aclient'sname in anappt.Explainednext stepsto clientMade aTargetMarketCallAsked for areferralfrom aclientSame daycall backon all callsTailored afinancialsolutionCreatedaleadSharedtheJohnsonStoryPersonalintroductionmadeEncouragedclient tocomplete asurveyThankedaco-workerJoint callmade withsomeone froma differentdepartmentSharedawinUpdatedyourbusinessplanUndividedattentionwith allclientsAsked forthebusinessUsedengagedlisteningTold clientstory inCRM forallappts.Recognizeda co-workerSharedaSuccessSet appt. inCRM withdetailednotes

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