Reached50% ofbusinesslending goalWent on acall with anew referralsourceMet someoneat an eventand followedup with a callMet witha newrealtorMet witha newbuilderDroppedoff a gift toacustomerMetdepositgoalWent on a callwith someonefrom TreasuryManagementWrote athankyou noteClosed a loanfrom a referralprovided byan ABM or BMAttended anevent thatFirstBankwas asponsor forMade a “coldcall” to apotential newcustomerDiscussedFHA or downpaymentassistance ona callInvited aseniorofficer ona callCalled onsomeoneaboutmerchantservicesAsked for areferral orintroductionfrom acustomer orreferral sourceMetTPSgoalClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerMetloangoalWent on a callwith someonefrom BusinessLendingAchieved200 TPSpointsGave apresentation toa group aboutFirstBank’sproducts orservicesCreated auseful Stage1 List inSalesforceGenerated anew referralsource (3closed loans)Free!Reached50% ofbusinesslending goalWent on acall with anew referralsourceMet someoneat an eventand followedup with a callMet witha newrealtorMet witha newbuilderDroppedoff a gift toacustomerMetdepositgoalWent on a callwith someonefrom TreasuryManagementWrote athankyou noteClosed a loanfrom a referralprovided byan ABM or BMAttended anevent thatFirstBankwas asponsor forMade a “coldcall” to apotential newcustomerDiscussedFHA or downpaymentassistance ona callInvited aseniorofficer ona callCalled onsomeoneaboutmerchantservicesAsked for areferral orintroductionfrom acustomer orreferral sourceMetTPSgoalClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerMetloangoalWent on a callwith someonefrom BusinessLendingAchieved200 TPSpointsGave apresentation toa group aboutFirstBank’sproducts orservicesCreated auseful Stage1 List inSalesforceGenerated anew referralsource (3closed loans)Free!

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