Free!Gave apresentation toa group aboutFirstBank’sproducts orservicesClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceInvited aseniorofficer ona callCreated auseful Stage1 List inSalesforceMet witha newrealtorAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callWent on acall with anew referralsourceMetTPSgoalMet witha newbuilderMade a “coldcall” to apotential newcustomerReached50% ofbusinesslending goalDroppedoff a gift toacustomerWent on a callwith someonefrom TreasuryManagementCalled onsomeoneaboutmerchantservicesClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom BusinessLendingAchieved200 TPSpointsGenerated anew referralsource (3closed loans)MetdepositgoalWrote athankyou noteMetloangoalAttendedan eventwith acustomerMet someoneat an eventand followedup with a callFree!Gave apresentation toa group aboutFirstBank’sproducts orservicesClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceInvited aseniorofficer ona callCreated auseful Stage1 List inSalesforceMet witha newrealtorAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callWent on acall with anew referralsourceMetTPSgoalMet witha newbuilderMade a “coldcall” to apotential newcustomerReached50% ofbusinesslending goalDroppedoff a gift toacustomerWent on a callwith someonefrom TreasuryManagementCalled onsomeoneaboutmerchantservicesClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom BusinessLendingAchieved200 TPSpointsGenerated anew referralsource (3closed loans)MetdepositgoalWrote athankyou noteMetloangoalAttendedan eventwith acustomerMet someoneat an eventand followedup with a call

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