Set appt. inCRM withdetailednotesAsked forthebusinessExplainednext stepsto clientSharedaSuccessTookownershipof aproblemSharedtheJohnsonStoryAsked for areferralfrom aclientThankedaco-workerUndividedattentionwith allclientsTold clientstory inCRM forallappts.SharedawinRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentMade aTargetMarketCallTailored afinancialsolutionVolunteeredin thecommunityFollowedup with aclientUsed aclient'sname in anappt.PersonalintroductionmadeCreatedaleadSame daycall backon all callsUsedengagedlisteningEncouragedclient tocomplete asurveyUpdatedyourbusinessplanSet appt. inCRM withdetailednotesAsked forthebusinessExplainednext stepsto clientSharedaSuccessTookownershipof aproblemSharedtheJohnsonStoryAsked for areferralfrom aclientThankedaco-workerUndividedattentionwith allclientsTold clientstory inCRM forallappts.SharedawinRecognizeda co-workerJoint callmade withsomeone froma differentdepartmentMade aTargetMarketCallTailored afinancialsolutionVolunteeredin thecommunityFollowedup with aclientUsed aclient'sname in anappt.PersonalintroductionmadeCreatedaleadSame daycall backon all callsUsedengagedlisteningEncouragedclient tocomplete asurveyUpdatedyourbusinessplan

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