Invited aseniorofficer ona callMetdepositgoalGenerated anew referralsource (3closed loans)Achieved200 TPSpointsMet witha newrealtorAttended anevent thatFirstBankwas asponsor forFree!Went on a callwith someonefrom BusinessLendingAsked for areferral orintroductionfrom acustomer orreferral sourceClosed a loanfrom a referralprovided byan ABM or BMDiscussedFHA or downpaymentassistance ona callMetloangoalDroppedoff a gift toacustomerAttendedan eventwith acustomerClosed amortgage fora first-timehome buyerCreated auseful Stage1 List inSalesforceWent on a callwith someonefrom TreasuryManagementReached50% ofbusinesslending goalWent on acall with anew referralsourceMet witha newbuilderMet someoneat an eventand followedup with a callWrote athankyou noteCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesMade a “coldcall” to apotential newcustomerMetTPSgoalInvited aseniorofficer ona callMetdepositgoalGenerated anew referralsource (3closed loans)Achieved200 TPSpointsMet witha newrealtorAttended anevent thatFirstBankwas asponsor forFree!Went on a callwith someonefrom BusinessLendingAsked for areferral orintroductionfrom acustomer orreferral sourceClosed a loanfrom a referralprovided byan ABM or BMDiscussedFHA or downpaymentassistance ona callMetloangoalDroppedoff a gift toacustomerAttendedan eventwith acustomerClosed amortgage fora first-timehome buyerCreated auseful Stage1 List inSalesforceWent on a callwith someonefrom TreasuryManagementReached50% ofbusinesslending goalWent on acall with anew referralsourceMet witha newbuilderMet someoneat an eventand followedup with a callWrote athankyou noteCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesMade a “coldcall” to apotential newcustomerMetTPSgoal

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