SharedaSuccessVolunteeredin thecommunityUndividedattentionwith allclientsUpdatedyourbusinessplanPersonalintroductionmadeUsed aclient'sname in anappt.Same daycall backon all callsFollowedup with aclientJoint callmade withsomeone froma differentdepartmentSharedtheJohnsonStoryAsked for areferralfrom aclientTookownershipof aproblemAsked forthebusinessUsedengagedlisteningRecognizeda co-workerTold clientstory inCRM forallappts.SharedawinEncouragedclient tocomplete asurveyTailored afinancialsolutionExplainednext stepsto clientSet appt. inCRM withdetailednotesThankedaco-workerCreatedaleadMade aTargetMarketCallSharedaSuccessVolunteeredin thecommunityUndividedattentionwith allclientsUpdatedyourbusinessplanPersonalintroductionmadeUsed aclient'sname in anappt.Same daycall backon all callsFollowedup with aclientJoint callmade withsomeone froma differentdepartmentSharedtheJohnsonStoryAsked for areferralfrom aclientTookownershipof aproblemAsked forthebusinessUsedengagedlisteningRecognizeda co-workerTold clientstory inCRM forallappts.SharedawinEncouragedclient tocomplete asurveyTailored afinancialsolutionExplainednext stepsto clientSet appt. inCRM withdetailednotesThankedaco-workerCreatedaleadMade aTargetMarketCall

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