Undividedattentionwith allclientsTookownershipof aproblemSharedtheJohnsonStoryTold clientstory inCRM forallappts.Thankedaco-workerPersonalintroductionmadeJoint callmade withsomeone froma differentdepartmentMade aTargetMarketCallRecognizeda co-workerCreatedaleadUpdatedyourbusinessplanAsked forthebusinessUsed aclient'sname in anappt.UsedengagedlisteningSame daycall backon all callsTailored afinancialsolutionSharedaSuccessVolunteeredin thecommunitySet appt. inCRM withdetailednotesFollowedup with aclientAsked for areferralfrom aclientEncouragedclient tocomplete asurveyExplainednext stepsto clientSharedawinUndividedattentionwith allclientsTookownershipof aproblemSharedtheJohnsonStoryTold clientstory inCRM forallappts.Thankedaco-workerPersonalintroductionmadeJoint callmade withsomeone froma differentdepartmentMade aTargetMarketCallRecognizeda co-workerCreatedaleadUpdatedyourbusinessplanAsked forthebusinessUsed aclient'sname in anappt.UsedengagedlisteningSame daycall backon all callsTailored afinancialsolutionSharedaSuccessVolunteeredin thecommunitySet appt. inCRM withdetailednotesFollowedup with aclientAsked for areferralfrom aclientEncouragedclient tocomplete asurveyExplainednext stepsto clientSharedawin

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