SharedtheJohnsonStoryFollowedup with aclientCreatedaleadMade aTargetMarketCallThankedaco-workerRecognizeda co-workerUsedengagedlisteningSame daycall backon all callsSharedaSuccessAsked for areferralfrom aclientTookownershipof aproblemTailored afinancialsolutionTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentAsked forthebusinessExplainednext stepsto clientUndividedattentionwith allclientsEncouragedclient tocomplete asurveyPersonalintroductionmadeVolunteeredin thecommunitySharedawinUsed aclient'sname in anappt.SharedtheJohnsonStoryFollowedup with aclientCreatedaleadMade aTargetMarketCallThankedaco-workerRecognizeda co-workerUsedengagedlisteningSame daycall backon all callsSharedaSuccessAsked for areferralfrom aclientTookownershipof aproblemTailored afinancialsolutionTold clientstory inCRM forallappts.Set appt. inCRM withdetailednotesUpdatedyourbusinessplanJoint callmade withsomeone froma differentdepartmentAsked forthebusinessExplainednext stepsto clientUndividedattentionwith allclientsEncouragedclient tocomplete asurveyPersonalintroductionmadeVolunteeredin thecommunitySharedawinUsed aclient'sname in anappt.

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