Invited aseniorofficer ona callClosed amortgage fora first-timehome buyerAchieved200 TPSpointsWent on a callwith someonefrom BusinessLendingMetTPSgoalFree!Droppedoff a gift toacustomerMet someoneat an eventand followedup with a callReached50% ofbusinesslending goalGenerated anew referralsource (3closed loans)MetdepositgoalAttendedan eventwith acustomerCalled onsomeoneaboutmerchantservicesMade a “coldcall” to apotential newcustomerWent on acall with anew referralsourceWrote athankyou noteMetloangoalWent on a callwith someonefrom TreasuryManagementClosed a loanfrom a referralprovided byan ABM or BMAttended anevent thatFirstBankwas asponsor forCreated auseful Stage1 List inSalesforceAsked for areferral orintroductionfrom acustomer orreferral sourceDiscussedFHA or downpaymentassistance ona callMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesMet witha newbuilderInvited aseniorofficer ona callClosed amortgage fora first-timehome buyerAchieved200 TPSpointsWent on a callwith someonefrom BusinessLendingMetTPSgoalFree!Droppedoff a gift toacustomerMet someoneat an eventand followedup with a callReached50% ofbusinesslending goalGenerated anew referralsource (3closed loans)MetdepositgoalAttendedan eventwith acustomerCalled onsomeoneaboutmerchantservicesMade a “coldcall” to apotential newcustomerWent on acall with anew referralsourceWrote athankyou noteMetloangoalWent on a callwith someonefrom TreasuryManagementClosed a loanfrom a referralprovided byan ABM or BMAttended anevent thatFirstBankwas asponsor forCreated auseful Stage1 List inSalesforceAsked for areferral orintroductionfrom acustomer orreferral sourceDiscussedFHA or downpaymentassistance ona callMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesMet 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. Invited a senior officer on a call
  2. Closed a mortgage for a first-time home buyer
  3. Achieved 200 TPS points
  4. Went on a call with someone from Business Lending
  5. Met TPS goal
  6. Free!
  7. Dropped off a gift to a customer
  8. Met someone at an event and followed up with a call
  9. Reached 50% of business lending goal
  10. Generated a new referral source (3 closed loans)
  11. Met deposit goal
  12. Attended an event with a customer
  13. Called on someone about merchant services
  14. Made a “cold call” to a potential new customer
  15. Went on a call with a new referral source
  16. Wrote a thank you note
  17. Met loan goal
  18. Went on a call with someone from Treasury Management
  19. Closed a loan from a referral provided by an ABM or BM
  20. Attended an event that FirstBank was a sponsor for
  21. Created a useful Stage 1 List in Salesforce
  22. Asked for a referral or introduction from a customer or referral source
  23. Discussed FHA or down payment assistance on a call
  24. Met with a new realtor
  25. Gave a presentation to a group about FirstBank’s products or services
  26. Met with a new builder