Met someoneat an eventand followedup with a callCreated auseful Stage1 List inSalesforceReached50% ofbusinesslending goalAttended anevent thatFirstBankwas asponsor forMetloangoalWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingMet witha newrealtorDiscussedFHA or downpaymentassistance ona callGenerated anew referralsource (3closed loans)Attendedan eventwith acustomerAchieved200 TPSpointsCalled onsomeoneaboutmerchantservicesClosed amortgage fora first-timehome buyerFree!MetTPSgoalMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerInvited aseniorofficer ona callWrote athankyou noteClosed a loanfrom a referralprovided byan ABM or BMAsked for areferral orintroductionfrom acustomer orreferral sourceMetdepositgoalMet witha newbuilderGave apresentation toa group aboutFirstBank’sproducts orservicesWent on a callwith someonefrom TreasuryManagementMet someoneat an eventand followedup with a callCreated auseful Stage1 List inSalesforceReached50% ofbusinesslending goalAttended anevent thatFirstBankwas asponsor forMetloangoalWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingMet witha newrealtorDiscussedFHA or downpaymentassistance ona callGenerated anew referralsource (3closed loans)Attendedan eventwith acustomerAchieved200 TPSpointsCalled onsomeoneaboutmerchantservicesClosed amortgage fora first-timehome buyerFree!MetTPSgoalMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerInvited aseniorofficer ona callWrote athankyou noteClosed a loanfrom a referralprovided byan ABM or BMAsked for areferral orintroductionfrom acustomer orreferral sourceMetdepositgoalMet witha newbuilderGave apresentation toa group aboutFirstBank’sproducts orservicesWent on a callwith someonefrom TreasuryManagement

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