Met someoneat an eventand followedup with a callInvited aseniorofficer ona callWrote athankyou noteMetdepositgoalGave apresentation toa group aboutFirstBank’sproducts orservicesMet witha newrealtorWent on a callwith someonefrom BusinessLendingAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forMet witha newbuilderMetloangoalCreated auseful Stage1 List inSalesforceDroppedoff a gift toacustomerWent on acall with anew referralsourceMetTPSgoalAchieved200 TPSpointsFree!Asked for areferral orintroductionfrom acustomer orreferral sourceReached50% ofbusinesslending goalDiscussedFHA or downpaymentassistance ona callClosed a loanfrom a referralprovided byan ABM or BMMade a “coldcall” to apotential newcustomerGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementClosed amortgage fora first-timehome buyerCalled onsomeoneaboutmerchantservicesMet someoneat an eventand followedup with a callInvited aseniorofficer ona callWrote athankyou noteMetdepositgoalGave apresentation toa group aboutFirstBank’sproducts orservicesMet witha newrealtorWent on a callwith someonefrom BusinessLendingAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forMet witha newbuilderMetloangoalCreated auseful Stage1 List inSalesforceDroppedoff a gift toacustomerWent on acall with anew referralsourceMetTPSgoalAchieved200 TPSpointsFree!Asked for areferral orintroductionfrom acustomer orreferral sourceReached50% ofbusinesslending goalDiscussedFHA or downpaymentassistance ona callClosed a loanfrom a referralprovided byan ABM or BMMade a “coldcall” to apotential newcustomerGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementClosed amortgage fora first-timehome buyerCalled onsomeoneaboutmerchantservices

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