MetloangoalDroppedoff a gift toacustomerAsked for areferral orintroductionfrom acustomer orreferral sourceClosed a loanfrom a referralprovided byan ABM or BMMetTPSgoalCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsMet witha newrealtorMet witha newbuilderMade a “coldcall” to apotential newcustomerAttended anevent thatFirstBankwas asponsor forWrote athankyou noteGenerated anew referralsource (3closed loans)Gave apresentation toa group aboutFirstBank’sproducts orservicesWent on a callwith someonefrom BusinessLendingMetdepositgoalWent on acall with anew referralsourceDiscussedFHA or downpaymentassistance ona callReached50% ofbusinesslending goalFree!Went on a callwith someonefrom TreasuryManagementInvited aseniorofficer ona callMet someoneat an eventand followedup with a callAttendedan eventwith acustomerClosed amortgage fora first-timehome buyerCreated auseful Stage1 List inSalesforceMetloangoalDroppedoff a gift toacustomerAsked for areferral orintroductionfrom acustomer orreferral sourceClosed a loanfrom a referralprovided byan ABM or BMMetTPSgoalCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsMet witha newrealtorMet witha newbuilderMade a “coldcall” to apotential newcustomerAttended anevent thatFirstBankwas asponsor forWrote athankyou noteGenerated anew referralsource (3closed loans)Gave apresentation toa group aboutFirstBank’sproducts orservicesWent on a callwith someonefrom BusinessLendingMetdepositgoalWent on acall with anew referralsourceDiscussedFHA or downpaymentassistance ona callReached50% ofbusinesslending goalFree!Went on a callwith someonefrom TreasuryManagementInvited aseniorofficer ona callMet someoneat an eventand followedup with a callAttendedan eventwith acustomerClosed amortgage fora first-timehome buyerCreated auseful Stage1 List inSalesforce

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