Asked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsCreated auseful Stage1 List inSalesforceFree!Went on acall with anew referralsourceInvited aseniorofficer ona callWrote athankyou noteClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom TreasuryManagementDiscussedFHA or downpaymentassistance ona callWent on a callwith someonefrom BusinessLendingAttended anevent thatFirstBankwas asponsor forReached50% ofbusinesslending goalMetdepositgoalGenerated anew referralsource (3closed loans)MetTPSgoalMet witha newbuilderMetloangoalMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerMet witha newrealtorAsked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsCreated auseful Stage1 List inSalesforceFree!Went on acall with anew referralsourceInvited aseniorofficer ona callWrote athankyou noteClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom TreasuryManagementDiscussedFHA or downpaymentassistance ona callWent on a callwith someonefrom BusinessLendingAttended anevent thatFirstBankwas asponsor forReached50% ofbusinesslending goalMetdepositgoalGenerated anew referralsource (3closed loans)MetTPSgoalMet witha newbuilderMetloangoalMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerMet witha newrealtor

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