Encouragedclient tocomplete asurveyThankedaco-workerAsked forthebusinessTold clientstory inCRM forallappts.Asked for areferralfrom aclientSharedawinRecognizeda co-workerVolunteeredin thecommunityTailored afinancialsolutionSame daycall backon all callsFollowedup with aclientUpdatedyourbusinessplanUsed aclient'sname in anappt.UsedengagedlisteningJoint callmade withsomeone froma differentdepartmentCreatedaleadTookownershipof aproblemSharedtheJohnsonStoryMade aTargetMarketCallSet appt. inCRM withdetailednotesUndividedattentionwith allclientsSharedaSuccessPersonalintroductionmadeExplainednext stepsto clientEncouragedclient tocomplete asurveyThankedaco-workerAsked forthebusinessTold clientstory inCRM forallappts.Asked for areferralfrom aclientSharedawinRecognizeda co-workerVolunteeredin thecommunityTailored afinancialsolutionSame daycall backon all callsFollowedup with aclientUpdatedyourbusinessplanUsed aclient'sname in anappt.UsedengagedlisteningJoint callmade withsomeone froma differentdepartmentCreatedaleadTookownershipof aproblemSharedtheJohnsonStoryMade aTargetMarketCallSet appt. inCRM withdetailednotesUndividedattentionwith allclientsSharedaSuccessPersonalintroductionmadeExplainednext 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. Encouraged client to complete a survey
  2. Thanked a co-worker
  3. Asked for the business
  4. Told client story in CRM for all appts.
  5. Asked for a referral from a client
  6. Shared a win
  7. Recognized a co-worker
  8. Volunteered in the community
  9. Tailored a financial solution
  10. Same day call back on all calls
  11. Followed up with a client
  12. Updated your business plan
  13. Used a client's name in an appt.
  14. Used engaged listening
  15. Joint call made with someone from a different department
  16. Created a lead
  17. Took ownership of a problem
  18. Shared the Johnson Story
  19. Made a Target Market Call
  20. Set appt. in CRM with detailed notes
  21. Undivided attention with all clients
  22. Shared a Success
  23. Personal introduction made
  24. Explained next steps to client