Explainednext stepsto clientFollowedup with aclientRecognizeda co-workerUndividedattentionwith allclientsUpdatedyourbusinessplanTookownershipof aproblemThankedaco-workerSharedawinCreatedaleadSame daycall backon all callsSharedtheJohnsonStoryVolunteeredin thecommunityUsedengagedlisteningAsked forthebusinessJoint callmade withsomeone froma differentdepartmentEncouragedclient tocomplete asurveySharedaSuccessAsked for areferralfrom aclientSet appt. inCRM withdetailednotesUsed aclient'sname in anappt.Made aTargetMarketCallTailored afinancialsolutionTold clientstory inCRM forallappts.PersonalintroductionmadeExplainednext stepsto clientFollowedup with aclientRecognizeda co-workerUndividedattentionwith allclientsUpdatedyourbusinessplanTookownershipof aproblemThankedaco-workerSharedawinCreatedaleadSame daycall backon all callsSharedtheJohnsonStoryVolunteeredin thecommunityUsedengagedlisteningAsked forthebusinessJoint callmade withsomeone froma differentdepartmentEncouragedclient tocomplete asurveySharedaSuccessAsked for areferralfrom aclientSet appt. inCRM withdetailednotesUsed aclient'sname in anappt.Made aTargetMarketCallTailored afinancialsolutionTold clientstory inCRM forallappts.Personalintroductionmade

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