Tookownershipof aproblemSharedaSuccessTailored afinancialsolutionUpdatedyourbusinessplanTold clientstory inCRM forallappts.Asked forthebusinessRecognizeda co-workerUndividedattentionwith allclientsMade aTargetMarketCallVolunteeredin thecommunitySharedtheJohnsonStoryPersonalintroductionmadeEncouragedclient tocomplete asurveyUsed aclient'sname in anappt.Asked for areferralfrom aclientCreatedaleadSame daycall backon all callsSet appt. inCRM withdetailednotesUsedengagedlisteningJoint callmade withsomeone froma differentdepartmentSharedawinFollowedup with aclientExplainednext stepsto clientThankedaco-workerTookownershipof aproblemSharedaSuccessTailored afinancialsolutionUpdatedyourbusinessplanTold clientstory inCRM forallappts.Asked forthebusinessRecognizeda co-workerUndividedattentionwith allclientsMade aTargetMarketCallVolunteeredin thecommunitySharedtheJohnsonStoryPersonalintroductionmadeEncouragedclient tocomplete asurveyUsed aclient'sname in anappt.Asked for areferralfrom aclientCreatedaleadSame daycall backon all callsSet appt. inCRM withdetailednotesUsedengagedlisteningJoint callmade withsomeone froma differentdepartmentSharedawinFollowedup with aclientExplainednext stepsto clientThankedaco-worker

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