Go overincentiveplan forreferringMake aqualifiedreferral topartnerHave areferralclose, withsaleFind & gooverpartnershipagreementReceive apartnerreferralHave areferralclose, withsaleMake areferral toa WMPartnerSchedulea "PartnerDay" forjoint callsFind & gooverpartnershipagreementIdentify 5clients tointroduceto a partnerHave anLFS give apresentationIntroduce anew teammember toa partnerHave anLFS give apresentationSchedulea "PartnerDay" forjoint callsInvite apartner tobe part ofyour huddleMake referralto businessbankingpartnerSchedulea "PartnerDay" forjoint callsInvite apartner tobe part ofyour huddleGo overincentiveplan forreferringMake areferral toan FCpartnerDo a teamreferralobjectionclinicIdentify 5clients tointroduceto a partnerHave areferralclose, withsaleDo a teamreferralobjectionclinicGo overincentiveplan forreferringMake aqualifiedreferral topartnerHave areferralclose, withsaleFind & gooverpartnershipagreementReceive apartnerreferralHave areferralclose, withsaleMake areferral toa WMPartnerSchedulea "PartnerDay" forjoint callsFind & gooverpartnershipagreementIdentify 5clients tointroduceto a partnerHave anLFS give apresentationIntroduce anew teammember toa partnerHave anLFS give apresentationSchedulea "PartnerDay" forjoint callsInvite apartner tobe part ofyour huddleMake referralto businessbankingpartnerSchedulea "PartnerDay" forjoint callsInvite apartner tobe part ofyour huddleGo overincentiveplan forreferringMake areferral toan FCpartnerDo a teamreferralobjectionclinicIdentify 5clients tointroduceto a partnerHave areferralclose, withsaleDo a teamreferralobjectionclinic

Collaboration 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. Go over incentive plan for referring
  2. Make a qualified referral to partner
  3. Have a referral close, with sale
  4. Find & go over partnership agreement
  5. Receive a partner referral
  6. Have a referral close, with sale
  7. Make a referral to a WM Partner
  8. Schedule a "Partner Day" for joint calls
  9. Find & go over partnership agreement
  10. Identify 5 clients to introduce to a partner
  11. Have an LFS give a presentation
  12. Introduce a new team member to a partner
  13. Have an LFS give a presentation
  14. Schedule a "Partner Day" for joint calls
  15. Invite a partner to be part of your huddle
  16. Make referral to business banking partner
  17. Schedule a "Partner Day" for joint calls
  18. Invite a partner to be part of your huddle
  19. Go over incentive plan for referring
  20. Make a referral to an FC partner
  21. Do a team referral objection clinic
  22. Identify 5 clients to introduce to a partner
  23. Have a referral close, with sale
  24. Do a team referral objection clinic