Gave apresentation toa group aboutFirstBank’sproducts orservicesWent on acall with anew referralsourceMet someoneat an eventand followedup with a callAttended anevent thatFirstBankwas asponsor forInvited aseniorofficer ona callAttendedan eventwith acustomerMet witha newrealtorAsked for areferral orintroductionfrom acustomer orreferral sourceWrote athankyou noteClosed amortgage fora first-timehome buyerFree!MetloangoalDiscussedFHA or downpaymentassistance ona callReached50% ofbusinesslending goalAchieved200 TPSpointsClosed a loanfrom a referralprovided byan ABM or BMGenerated anew referralsource (3closed loans)MetdepositgoalCalled onsomeoneaboutmerchantservicesCreated auseful Stage1 List inSalesforceMet witha newbuilderMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerWent on a callwith someonefrom BusinessLendingMetTPSgoalWent on a callwith someonefrom TreasuryManagementGave apresentation toa group aboutFirstBank’sproducts orservicesWent on acall with anew referralsourceMet someoneat an eventand followedup with a callAttended anevent thatFirstBankwas asponsor forInvited aseniorofficer ona callAttendedan eventwith acustomerMet witha newrealtorAsked for areferral orintroductionfrom acustomer orreferral sourceWrote athankyou noteClosed amortgage fora first-timehome buyerFree!MetloangoalDiscussedFHA or downpaymentassistance ona callReached50% ofbusinesslending goalAchieved200 TPSpointsClosed a loanfrom a referralprovided byan ABM or BMGenerated anew referralsource (3closed loans)MetdepositgoalCalled onsomeoneaboutmerchantservicesCreated auseful Stage1 List inSalesforceMet witha newbuilderMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerWent on a callwith someonefrom BusinessLendingMetTPSgoalWent on a callwith someonefrom TreasuryManagement

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