Free!Created auseful Stage1 List inSalesforceMetdepositgoalCalled onsomeoneaboutmerchantservicesReached50% ofbusinesslending goalWent on acall with anew referralsourceMade a “coldcall” to apotential newcustomerClosed a loanfrom a referralprovided byan ABM or BMMetloangoalGave apresentation toa group aboutFirstBank’sproducts orservicesAsked for areferral orintroductionfrom acustomer orreferral sourceWent on a callwith someonefrom TreasuryManagementDroppedoff a gift toacustomerClosed amortgage fora first-timehome buyerMet witha newrealtorWent on a callwith someonefrom BusinessLendingMetTPSgoalMet someoneat an eventand followedup with a callGenerated anew referralsource (3closed loans)Invited aseniorofficer ona callMet witha newbuilderAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsDiscussedFHA or downpaymentassistance ona callWrote athankyou noteFree!Created auseful Stage1 List inSalesforceMetdepositgoalCalled onsomeoneaboutmerchantservicesReached50% ofbusinesslending goalWent on acall with anew referralsourceMade a “coldcall” to apotential newcustomerClosed a loanfrom a referralprovided byan ABM or BMMetloangoalGave apresentation toa group aboutFirstBank’sproducts orservicesAsked for areferral orintroductionfrom acustomer orreferral sourceWent on a callwith someonefrom TreasuryManagementDroppedoff a gift toacustomerClosed amortgage fora first-timehome buyerMet witha newrealtorWent on a callwith someonefrom BusinessLendingMetTPSgoalMet someoneat an eventand followedup with a callGenerated anew referralsource (3closed loans)Invited aseniorofficer ona callMet witha newbuilderAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsDiscussedFHA or downpaymentassistance ona callWrote athankyou note

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