Wrote athankyou noteWent on a callwith someonefrom TreasuryManagementDroppedoff a gift toacustomerAchieved200 TPSpointsMetdepositgoalClosed a loanfrom a referralprovided byan ABM or BMGenerated anew referralsource (3closed loans)Invited aseniorofficer ona callReached50% ofbusinesslending goalMet witha newbuilderCreated auseful Stage1 List inSalesforceAsked for areferral orintroductionfrom acustomer orreferral sourceFree!Closed amortgage fora first-timehome buyerDiscussedFHA or downpaymentassistance ona callWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingMetloangoalCalled onsomeoneaboutmerchantservicesMetTPSgoalMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forMet someoneat an eventand followedup with a callMade a “coldcall” to apotential newcustomerWrote athankyou noteWent on a callwith someonefrom TreasuryManagementDroppedoff a gift toacustomerAchieved200 TPSpointsMetdepositgoalClosed a loanfrom a referralprovided byan ABM or BMGenerated anew referralsource (3closed loans)Invited aseniorofficer ona callReached50% ofbusinesslending goalMet witha newbuilderCreated auseful Stage1 List inSalesforceAsked for areferral orintroductionfrom acustomer orreferral sourceFree!Closed amortgage fora first-timehome buyerDiscussedFHA or downpaymentassistance ona callWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingMetloangoalCalled onsomeoneaboutmerchantservicesMetTPSgoalMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forMet someoneat an eventand followedup with a callMade a “coldcall” to apotential newcustomer

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