Encouragedclient tocomplete asurveyPersonalintroductionmadeMade aTargetMarketCallJoint callmade withsomeone froma differentdepartmentVolunteeredin thecommunityTookownershipof aproblemAsked for areferralfrom aclientTold clientstory inCRM forallappts.Asked forthebusinessSharedawinThankedaco-workerSet appt. inCRM withdetailednotesUpdatedyourbusinessplanSharedaSuccessExplainednext stepsto clientRecognizeda co-workerCreatedaleadFollowedup with aclientUndividedattentionwith allclientsUsed aclient'sname in anappt.Same daycall backon all callsTailored afinancialsolutionUsedengagedlisteningSharedtheJohnsonStoryEncouragedclient tocomplete asurveyPersonalintroductionmadeMade aTargetMarketCallJoint callmade withsomeone froma differentdepartmentVolunteeredin thecommunityTookownershipof aproblemAsked for areferralfrom aclientTold clientstory inCRM forallappts.Asked forthebusinessSharedawinThankedaco-workerSet appt. inCRM withdetailednotesUpdatedyourbusinessplanSharedaSuccessExplainednext stepsto clientRecognizeda co-workerCreatedaleadFollowedup with aclientUndividedattentionwith allclientsUsed aclient'sname in anappt.Same daycall backon all callsTailored afinancialsolutionUsedengagedlisteningSharedtheJohnsonStory

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Encouraged client to complete a survey
  2. Personal introduction made
  3. Made a Target Market Call
  4. Joint call made with someone from a different department
  5. Volunteered in the community
  6. Took ownership of a problem
  7. Asked for a referral from a client
  8. Told client story in CRM for all appts.
  9. Asked for the business
  10. Shared a win
  11. Thanked a co-worker
  12. Set appt. in CRM with detailed notes
  13. Updated your business plan
  14. Shared a Success
  15. Explained next steps to client
  16. Recognized a co-worker
  17. Created a lead
  18. Followed up with a client
  19. Undivided attention with all clients
  20. Used a client's name in an appt.
  21. Same day call back on all calls
  22. Tailored a financial solution
  23. Used engaged listening
  24. Shared the Johnson Story