Talk to acustomerabout atReady MoneyOD protectionTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomerabout estateplanningAsk customerif they areinterested in afinancialcheckupGive apresentation ata sales meetingon topic of yourchoiceGetsomeone tosign up for e-statementsMake acustomerfollow-upcallAdopt a buddyin the branchand have areferral contestfor the dayGivesomeone asincerecomplementmake a productknowledge quizfor everyone totakeTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardSignsomeoneup for E-statementsGetsomeone tosign up for e-statementsWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageCheckingTalk to acustomerabout ourFreedomClubsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGo aboveandbeyond fora customerGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsTalk to amerchantabout ourMerchantServicesGet acredit cardapplicationMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGetsomeone tosign up for e-statementsTalk to acustomerabout atReady MoneyOD protectionTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomerabout estateplanningAsk customerif they areinterested in afinancialcheckupGive apresentation ata sales meetingon topic of yourchoiceGetsomeone tosign up for e-statementsMake acustomerfollow-upcallAdopt a buddyin the branchand have areferral contestfor the dayGivesomeone asincerecomplementmake a productknowledge quizfor everyone totakeTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardSignsomeoneup for E-statementsGetsomeone tosign up for e-statementsWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageCheckingTalk to acustomerabout ourFreedomClubsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGo aboveandbeyond fora customerGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsTalk to amerchantabout ourMerchantServicesGet acredit cardapplicationMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGetsomeone tosign up for e-statements

REFERRAL 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. Talk to a customer about at Ready Money OD protection
  2. Talk to a customer about Christmas or Vacation Freedom Club
  3. Talk to a customer about estate planning
  4. Ask customer if they are interested in a financial checkup
  5. Give a presentation at a sales meeting on topic of your choice
  6. Get someone to sign up for e-statements
  7. Make a customer follow-up call
  8. Adopt a buddy in the branch and have a referral contest for the day
  9. Give someone a sincere complement
  10. make a product knowledge quiz for everyone to take
  11. Talk to a customer who has a HE LOC about our Homeowners Advantage Card
  12. Sign someone up for E-statements
  13. Get someone to sign up for e-statements
  14. Wear a badge for a day that promotes a product you can refer
  15. Talk to a customer about the benefits of Vantage Checking
  16. Talk to a customer about our Freedom Clubs
  17. Make a treat for the office to boost morale! Maybe somethingchocolate perhaps
  18. Go above and beyond for a customer
  19. Get a customer to fill out a credit card application
  20. Help a co-worker by role playing for referrals
  21. Talk to a merchant about our Merchant Services
  22. Get a credit card application
  23. Make a call to a friend or customer that you know may be willing to talk to Matt about financial planing
  24. Get someone to sign up for e-statements