SharedaSuccessMade aTargetMarketCallPersonalintroductionmadeAsked forthebusinessUpdatedyourbusinessplanEncouragedclient tocomplete asurveyFollowedup with aclientTookownershipof aproblemUsed aclient'sname in anappt.Thankedaco-workerTailored afinancialsolutionRecognizeda co-workerUsedengagedlisteningSame daycall backon all callsSet appt. inCRM withdetailednotesExplainednext stepsto clientVolunteeredin thecommunitySharedtheJohnsonStoryAsked for areferralfrom aclientUndividedattentionwith allclientsTold clientstory inCRM forallappts.SharedawinCreatedaleadJoint callmade withsomeone froma differentdepartmentSharedaSuccessMade aTargetMarketCallPersonalintroductionmadeAsked forthebusinessUpdatedyourbusinessplanEncouragedclient tocomplete asurveyFollowedup with aclientTookownershipof aproblemUsed aclient'sname in anappt.Thankedaco-workerTailored afinancialsolutionRecognizeda co-workerUsedengagedlisteningSame daycall backon all callsSet appt. inCRM withdetailednotesExplainednext stepsto clientVolunteeredin thecommunitySharedtheJohnsonStoryAsked for areferralfrom aclientUndividedattentionwith allclientsTold clientstory inCRM forallappts.SharedawinCreatedaleadJoint callmade withsomeone froma differentdepartment

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