Went on a callwith someonefrom BusinessLendingAttendedan eventwith acustomerReached50% ofbusinesslending goalMet witha newrealtorClosed a loanfrom a referralprovided byan ABM or BMAchieved200 TPSpointsInvited aseniorofficer ona callMetloangoalAsked for areferral orintroductionfrom acustomer orreferral sourceAttended anevent thatFirstBankwas asponsor forGave apresentation toa group aboutFirstBank’sproducts orservicesGenerated anew referralsource (3closed loans)Made a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerMetTPSgoalClosed amortgage fora first-timehome buyerCalled onsomeoneaboutmerchantservicesFree!Met someoneat an eventand followedup with a callWent on a callwith someonefrom TreasuryManagementCreated auseful Stage1 List inSalesforceDiscussedFHA or downpaymentassistance ona callMetdepositgoalWrote athankyou noteWent on acall with anew referralsourceMet witha newbuilderWent on a callwith someonefrom BusinessLendingAttendedan eventwith acustomerReached50% ofbusinesslending goalMet witha newrealtorClosed a loanfrom a referralprovided byan ABM or BMAchieved200 TPSpointsInvited aseniorofficer ona callMetloangoalAsked for areferral orintroductionfrom acustomer orreferral sourceAttended anevent thatFirstBankwas asponsor forGave apresentation toa group aboutFirstBank’sproducts orservicesGenerated anew referralsource (3closed loans)Made a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerMetTPSgoalClosed amortgage fora first-timehome buyerCalled onsomeoneaboutmerchantservicesFree!Met someoneat an eventand followedup with a callWent on a callwith someonefrom TreasuryManagementCreated auseful Stage1 List inSalesforceDiscussedFHA or downpaymentassistance ona callMetdepositgoalWrote athankyou noteWent on acall with anew referralsourceMet witha newbuilder

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