Get 1referralfrom drivethroughLeavestation tolobbymanage.Learnsomethingnew aboutour products.Recognizeda teammatefor greatserviceWalkmemberover toMSRSomeonecommentsabout "NEWPEOPLE"Booked andconfirmedfollow‑upappointmentAsked anopen‑endedfinancialquestionTurned aservicerequest intoproductionAsked aboutfuture plansto start aconversation"WhereisMegan?"Get 1referralfrom drivethroughMentionedpre‑approvaland got areferral.Identified arefinance orimprovementopportunityMembersaid “I didn’tknow youoffered that”Had acoachingmoment(gave orreceived)Helped ateammateclose orprogress aconversationPositivememberfeedbackshared(GOOGLE)Mentionedpre‑approvaland got areferral.Get 2referralsDiscovereda savings orbudgetinggoalGet 2referralsExplaineda productbenefitclearlyDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)Get 1referralfrom drivethroughLeavestation tolobbymanage.Learnsomethingnew aboutour products.Recognizeda teammatefor greatserviceWalkmemberover toMSRSomeonecommentsabout "NEWPEOPLE"Booked andconfirmedfollow‑upappointmentAsked anopen‑endedfinancialquestionTurned aservicerequest intoproductionAsked aboutfuture plansto start aconversation"WhereisMegan?"Get 1referralfrom drivethroughMentionedpre‑approvaland got areferral.Identified arefinance orimprovementopportunityMembersaid “I didn’tknow youoffered that”Had acoachingmoment(gave orreceived)Helped ateammateclose orprogress aconversationPositivememberfeedbackshared(GOOGLE)Mentionedpre‑approvaland got areferral.Get 2referralsDiscovereda savings orbudgetinggoalGet 2referralsExplaineda productbenefitclearlyDiscover 10 Newthings about yourmembers today.(Track member #and what youlearnt)

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