Booked andconfirmedfollow‑upappointmentGet 2referralsGet 1referralfrom drivethroughTurned aservicerequest intoproductionRecognizeda teammatefor greatserviceMembersaid “I didn’tknow youoffered that”Walkmemberover toMSRHad acoachingmoment(gave orreceived)Get 1referralfrom drivethroughPositivememberfeedbackshared(GOOGLE)Mentionedpre‑approvaland got areferral."WhereisMegan?"Asked anopen‑endedfinancialquestionIdentified arefinance orimprovementopportunityDiscovereda savings orbudgetinggoalHelped ateammateclose orprogress aconversationMentionedpre‑approvaland got areferral.Discover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Asked aboutfuture plansto start aconversationLeavestation tolobbymanage.Learnsomethingnew aboutour products.Someonecommentsabout "NEWPEOPLE"Get 2referralsExplaineda productbenefitclearlyBooked andconfirmedfollow‑upappointmentGet 2referralsGet 1referralfrom drivethroughTurned aservicerequest intoproductionRecognizeda teammatefor greatserviceMembersaid “I didn’tknow youoffered that”Walkmemberover toMSRHad acoachingmoment(gave orreceived)Get 1referralfrom drivethroughPositivememberfeedbackshared(GOOGLE)Mentionedpre‑approvaland got areferral."WhereisMegan?"Asked anopen‑endedfinancialquestionIdentified arefinance orimprovementopportunityDiscovereda savings orbudgetinggoalHelped ateammateclose orprogress aconversationMentionedpre‑approvaland got areferral.Discover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Asked aboutfuture plansto start aconversationLeavestation tolobbymanage.Learnsomethingnew aboutour products.Someonecommentsabout "NEWPEOPLE"Get 2referralsExplaineda productbenefitclearly

St Johns 01.26.26 - 01.31.26 - 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. Booked and confirmed follow‑up appointment
  2. Get 2 referrals
  3. Get 1 referral from drive through
  4. Turned a service request into production
  5. Recognized a teammate for great service
  6. Member said “I didn’t know you offered that”
  7. Walk member over to MSR
  8. Had a coaching moment (gave or received)
  9. Get 1 referral from drive through
  10. Positive member feedback shared (GOOGLE)
  11. Mentioned pre‑approval and got a referral.
  12. "Where is Megan?"
  13. Asked an open‑ended financial question
  14. Identified a refinance or improvement opportunity
  15. Discovered a savings or budgeting goal
  16. Helped a teammate close or progress a conversation
  17. Mentioned pre‑approval and got a referral.
  18. Discover 10 New things about your members today. (Track member # and what you learnt)
  19. Asked about future plans to start a conversation
  20. Leave station to lobby manage.
  21. Learn something new about our products.
  22. Someone comments about "NEW PEOPLE"
  23. Get 2 referrals
  24. Explained a product benefit clearly