Volunteeredin thecommunityAsked forthebusinessTookownershipof aproblemCreatedaleadUsed aclient'sname in anappt.Asked for areferralfrom aclientSet appt. inCRM withdetailednotesUpdatedyourbusinessplanSharedaSuccessThankedaco-workerSame daycall backon all callsJoint callmade withsomeone froma differentdepartmentFollowedup with aclientEncouragedclient tocomplete asurveySharedawinMade aTargetMarketCallRecognizeda co-workerSharedtheJohnsonStoryTold clientstory inCRM forallappts.Explainednext stepsto clientUsedengagedlisteningPersonalintroductionmadeUndividedattentionwith allclientsTailored afinancialsolutionVolunteeredin thecommunityAsked forthebusinessTookownershipof aproblemCreatedaleadUsed aclient'sname in anappt.Asked for areferralfrom aclientSet appt. inCRM withdetailednotesUpdatedyourbusinessplanSharedaSuccessThankedaco-workerSame daycall backon all callsJoint callmade withsomeone froma differentdepartmentFollowedup with aclientEncouragedclient tocomplete asurveySharedawinMade aTargetMarketCallRecognizeda co-workerSharedtheJohnsonStoryTold clientstory inCRM forallappts.Explainednext stepsto clientUsedengagedlisteningPersonalintroductionmadeUndividedattentionwith allclientsTailored afinancialsolution

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