Droppedoff a gift toacustomerDiscussedFHA or downpaymentassistance ona callGave apresentation toa group aboutFirstBank’sproducts orservicesMetTPSgoalMade a “coldcall” to apotential newcustomerMetloangoalInvited aseniorofficer ona callCalled onsomeoneaboutmerchantservicesGenerated anew referralsource (3closed loans)Met witha newrealtorAttendedan eventwith acustomerWent on acall with anew referralsourceFree!MetdepositgoalWrote athankyou noteAsked for areferral orintroductionfrom acustomer orreferral sourceAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsClosed amortgage fora first-timehome buyerWent on a callwith someonefrom BusinessLendingCreated auseful Stage1 List inSalesforceMet witha newbuilderMet someoneat an eventand followedup with a callWent on a callwith someonefrom TreasuryManagementReached50% ofbusinesslending goalClosed a loanfrom a referralprovided byan ABM or BMDroppedoff a gift toacustomerDiscussedFHA or downpaymentassistance ona callGave apresentation toa group aboutFirstBank’sproducts orservicesMetTPSgoalMade a “coldcall” to apotential newcustomerMetloangoalInvited aseniorofficer ona callCalled onsomeoneaboutmerchantservicesGenerated anew referralsource (3closed loans)Met witha newrealtorAttendedan eventwith acustomerWent on acall with anew referralsourceFree!MetdepositgoalWrote athankyou noteAsked for areferral orintroductionfrom acustomer orreferral sourceAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsClosed amortgage fora first-timehome buyerWent on a callwith someonefrom BusinessLendingCreated auseful Stage1 List inSalesforceMet witha newbuilderMet someoneat an eventand followedup with a callWent on a callwith someonefrom TreasuryManagementReached50% ofbusinesslending goalClosed a loanfrom a referralprovided byan ABM or BM

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.


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