Tailored afinancialsolutionUndividedattentionwith allclientsAsked forthebusinessPersonalintroductionmadeSet appt. inCRM withdetailednotesUsedengagedlisteningUsed aclient'sname in anappt.Told clientstory inCRM forallappts.SharedaSuccessSharedawinTookownershipof aproblemCreatedaleadJoint callmade withsomeone froma differentdepartmentFollowedup with aclientExplainednext stepsto clientMade aTargetMarketCallSame daycall backon all callsUpdatedyourbusinessplanEncouragedclient tocomplete asurveyVolunteeredin thecommunitySharedtheJohnsonStoryThankedaco-workerRecognizeda co-workerAsked for areferralfrom aclientTailored afinancialsolutionUndividedattentionwith allclientsAsked forthebusinessPersonalintroductionmadeSet appt. inCRM withdetailednotesUsedengagedlisteningUsed aclient'sname in anappt.Told clientstory inCRM forallappts.SharedaSuccessSharedawinTookownershipof aproblemCreatedaleadJoint callmade withsomeone froma differentdepartmentFollowedup with aclientExplainednext stepsto clientMade aTargetMarketCallSame daycall backon all callsUpdatedyourbusinessplanEncouragedclient tocomplete asurveyVolunteeredin thecommunitySharedtheJohnsonStoryThankedaco-workerRecognizeda co-workerAsked for areferralfrom aclient

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