Met witha newrealtorMet witha newbuilderMetTPSgoalWent on acall with anew referralsourceCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom TreasuryManagementMade a “coldcall” to apotential newcustomerAttendedan eventwith acustomerDroppedoff a gift toacustomerGave apresentation toa group aboutFirstBank’sproducts orservicesCreated auseful Stage1 List inSalesforceWrote athankyou noteClosed amortgage fora first-timehome buyerReached50% ofbusinesslending goalAsked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callInvited aseniorofficer ona callAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callMetloangoalMetdepositgoalWent on a callwith someonefrom BusinessLendingFree!Generated anew referralsource (3closed loans)Met witha newrealtorMet witha newbuilderMetTPSgoalWent on acall with anew referralsourceCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom TreasuryManagementMade a “coldcall” to apotential newcustomerAttendedan eventwith acustomerDroppedoff a gift toacustomerGave apresentation toa group aboutFirstBank’sproducts orservicesCreated auseful Stage1 List inSalesforceWrote athankyou noteClosed amortgage fora first-timehome buyerReached50% ofbusinesslending goalAsked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callInvited aseniorofficer ona callAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callMetloangoalMetdepositgoalWent on a callwith someonefrom BusinessLendingFree!Generated anew referralsource (3closed loans)

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