Droppedoff a gift toacustomerClosed a loanfrom a referralprovided byan ABM or BMCreated auseful Stage1 List inSalesforceMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesWent on a callwith someonefrom TreasuryManagementMet witha newbuilderWent on a callwith someonefrom BusinessLendingMet witha newrealtorMetloangoalReached50% ofbusinesslending goalAttended anevent thatFirstBankwas asponsor forWent on acall with anew referralsourceFree!Generated anew referralsource (3closed loans)Wrote athankyou noteMetdepositgoalAsked for areferral orintroductionfrom acustomer orreferral sourceAttendedan eventwith acustomerMet someoneat an eventand followedup with a callDiscussedFHA or downpaymentassistance ona callMetTPSgoalCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsClosed amortgage fora first-timehome buyerDroppedoff a gift toacustomerClosed a loanfrom a referralprovided byan ABM or BMCreated auseful Stage1 List inSalesforceMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesWent on a callwith someonefrom TreasuryManagementMet witha newbuilderWent on a callwith someonefrom BusinessLendingMet witha newrealtorMetloangoalReached50% ofbusinesslending goalAttended anevent thatFirstBankwas asponsor forWent on acall with anew referralsourceFree!Generated anew referralsource (3closed loans)Wrote athankyou noteMetdepositgoalAsked for areferral orintroductionfrom acustomer orreferral sourceAttendedan eventwith acustomerMet someoneat an eventand followedup with a callDiscussedFHA or downpaymentassistance ona callMetTPSgoalCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsClosed amortgage fora first-timehome buyer

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