Went on acall with anew referralsourceAttended anevent thatFirstBankwas asponsor forMet witha newbuilderClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceCalled onsomeoneaboutmerchantservicesDroppedoff a gift toacustomerMet someoneat an eventand followedup with a callMade a “coldcall” to apotential newcustomerDiscussedFHA or downpaymentassistance ona callAttendedan eventwith acustomerMetdepositgoalInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesFree!Created auseful Stage1 List inSalesforceMet witha newrealtorWent on a callwith someonefrom TreasuryManagementWent on a callwith someonefrom BusinessLendingMetTPSgoalMetloangoalWrote athankyou noteReached50% ofbusinesslending goalAchieved200 TPSpointsGenerated anew referralsource (3closed loans)Closed a loanfrom a referralprovided byan ABM or BMWent on acall with anew referralsourceAttended anevent thatFirstBankwas asponsor forMet witha newbuilderClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceCalled onsomeoneaboutmerchantservicesDroppedoff a gift toacustomerMet someoneat an eventand followedup with a callMade a “coldcall” to apotential newcustomerDiscussedFHA or downpaymentassistance ona callAttendedan eventwith acustomerMetdepositgoalInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesFree!Created auseful Stage1 List inSalesforceMet witha newrealtorWent on a callwith someonefrom TreasuryManagementWent on a callwith someonefrom BusinessLendingMetTPSgoalMetloangoalWrote athankyou noteReached50% ofbusinesslending goalAchieved200 TPSpointsGenerated anew referralsource (3closed loans)Closed a loanfrom a referralprovided byan ABM or BM

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