Reached50% ofbusinesslending goalInvited aseniorofficer ona callDroppedoff a gift toacustomerCalled onsomeoneaboutmerchantservicesCreated auseful Stage1 List inSalesforceMet witha newrealtorMetdepositgoalMet someoneat an eventand followedup with a callMet witha newbuilderGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementWrote athankyou noteMetloangoalMade a “coldcall” to apotential newcustomerAsked for areferral orintroductionfrom acustomer orreferral sourceClosed amortgage fora first-timehome buyerWent on a callwith someonefrom BusinessLendingWent on acall with anew referralsourceAttendedan eventwith acustomerGave apresentation toa group aboutFirstBank’sproducts orservicesAttended anevent thatFirstBankwas asponsor forFree!DiscussedFHA or downpaymentassistance ona callClosed a loanfrom a referralprovided byan ABM or BMAchieved200 TPSpointsMetTPSgoalReached50% ofbusinesslending goalInvited aseniorofficer ona callDroppedoff a gift toacustomerCalled onsomeoneaboutmerchantservicesCreated auseful Stage1 List inSalesforceMet witha newrealtorMetdepositgoalMet someoneat an eventand followedup with a callMet witha newbuilderGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementWrote athankyou noteMetloangoalMade a “coldcall” to apotential newcustomerAsked for areferral orintroductionfrom acustomer orreferral sourceClosed amortgage fora first-timehome buyerWent on a callwith someonefrom BusinessLendingWent on acall with anew referralsourceAttendedan eventwith acustomerGave apresentation toa group aboutFirstBank’sproducts orservicesAttended anevent thatFirstBankwas asponsor forFree!DiscussedFHA or downpaymentassistance ona callClosed a loanfrom a referralprovided byan ABM or BMAchieved200 TPSpointsMetTPSgoal

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.


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