MetloangoalMetTPSgoalCreated auseful Stage1 List inSalesforceFree!Achieved200 TPSpointsReached50% ofbusinesslending goalMade a “coldcall” to apotential newcustomerClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerMet someoneat an eventand followedup with a callWent on a callwith someonefrom BusinessLendingMetdepositgoalAttended anevent thatFirstBankwas asponsor forDroppedoff a gift toacustomerClosed a loanfrom a referralprovided byan ABM or BMWent on acall with anew referralsourceWrote athankyou noteMet witha newbuilderMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesInvited aseniorofficer ona callWent on a callwith someonefrom TreasuryManagementAsked for areferral orintroductionfrom acustomer orreferral sourceDiscussedFHA or downpaymentassistance ona callGenerated anew referralsource (3closed loans)MetloangoalMetTPSgoalCreated auseful Stage1 List inSalesforceFree!Achieved200 TPSpointsReached50% ofbusinesslending goalMade a “coldcall” to apotential newcustomerClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerMet someoneat an eventand followedup with a callWent on a callwith someonefrom BusinessLendingMetdepositgoalAttended anevent thatFirstBankwas asponsor forDroppedoff a gift toacustomerClosed a loanfrom a referralprovided byan ABM or BMWent on acall with anew referralsourceWrote athankyou noteMet witha newbuilderMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesInvited aseniorofficer ona callWent on a callwith someonefrom TreasuryManagementAsked for areferral orintroductionfrom acustomer orreferral sourceDiscussedFHA or downpaymentassistance ona callGenerated 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 loan goal
  2. Met TPS goal
  3. Created a useful Stage 1 List in Salesforce
  4. Free!
  5. Achieved 200 TPS points
  6. Reached 50% of business lending goal
  7. Made a “cold call” to a potential new customer
  8. Closed a mortgage for a first-time home buyer
  9. Attended an event with a customer
  10. Met someone at an event and followed up with a call
  11. Went on a call with someone from Business Lending
  12. Met deposit goal
  13. Attended an event that FirstBank was a sponsor for
  14. Dropped off a gift to a customer
  15. Closed a loan from a referral provided by an ABM or BM
  16. Went on a call with a new referral source
  17. Wrote a thank you note
  18. Met with a new builder
  19. Met with a new realtor
  20. Gave a presentation to a group about FirstBank’s products or services
  21. Called on someone about merchant services
  22. Invited a senior officer on a call
  23. Went on a call with someone from Treasury Management
  24. Asked for a referral or introduction from a customer or referral source
  25. Discussed FHA or down payment assistance on a call
  26. Generated a new referral source (3 closed loans)