Met someoneat an eventand followedup with a callWrote athankyou noteDiscussedFHA or downpaymentassistance ona callAttended anevent thatFirstBankwas asponsor forMetTPSgoalInvited aseniorofficer ona callMetdepositgoalReached50% ofbusinesslending goalMet witha newbuilderWent on acall with anew referralsourceAttendedan eventwith acustomerCalled onsomeoneaboutmerchantservicesGenerated anew referralsource (3closed loans)Met witha newrealtorAsked for areferral orintroductionfrom acustomer orreferral sourceGave apresentation toa group aboutFirstBank’sproducts orservicesMetloangoalDroppedoff a gift toacustomerCreated auseful Stage1 List inSalesforceClosed amortgage fora first-timehome buyerAchieved200 TPSpointsWent on a callwith someonefrom TreasuryManagementFree!Made a “coldcall” to apotential newcustomerClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom BusinessLendingMet someoneat an eventand followedup with a callWrote athankyou noteDiscussedFHA or downpaymentassistance ona callAttended anevent thatFirstBankwas asponsor forMetTPSgoalInvited aseniorofficer ona callMetdepositgoalReached50% ofbusinesslending goalMet witha newbuilderWent on acall with anew referralsourceAttendedan eventwith acustomerCalled onsomeoneaboutmerchantservicesGenerated anew referralsource (3closed loans)Met witha newrealtorAsked for areferral orintroductionfrom acustomer orreferral sourceGave apresentation toa group aboutFirstBank’sproducts orservicesMetloangoalDroppedoff a gift toacustomerCreated auseful Stage1 List inSalesforceClosed amortgage fora first-timehome buyerAchieved200 TPSpointsWent on a callwith someonefrom TreasuryManagementFree!Made a “coldcall” to apotential newcustomerClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom BusinessLending

LITT Customer Development 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. Met someone at an event and followed up with a call
  2. Wrote a thank you note
  3. Discussed FHA or down payment assistance on a call
  4. Attended an event that FirstBank was a sponsor for
  5. Met TPS goal
  6. Invited a senior officer on a call
  7. Met deposit goal
  8. Reached 50% of business lending goal
  9. Met with a new builder
  10. Went on a call with a new referral source
  11. Attended an event with a customer
  12. Called on someone about merchant services
  13. Generated a new referral source (3 closed loans)
  14. Met with a new realtor
  15. Asked for a referral or introduction from a customer or referral source
  16. Gave a presentation to a group about FirstBank’s products or services
  17. Met loan goal
  18. Dropped off a gift to a customer
  19. Created a useful Stage 1 List in Salesforce
  20. Closed a mortgage for a first-time home buyer
  21. Achieved 200 TPS points
  22. Went on a call with someone from Treasury Management
  23. Free!
  24. Made a “cold call” to a potential new customer
  25. Closed a loan from a referral provided by an ABM or BM
  26. Went on a call with someone from Business Lending