make a productknowledge quizfor everyone totakeGet acredit cardapplicationGive apresentation ata sales meetingon topic of yourchoiceTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout atReady MoneyOD protectionSignsomeoneup for E-statementsGet acustomer tofill out acredit cardapplicationTalk to amerchantabout ourMerchantServicesTalk to acustomerabout estateplanningMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingGetsomeone tosign up for e-statementsMake acustomerfollow-upcallAsk customerif they areinterested in afinancialcheckupGo aboveandbeyond fora customerGivesomeone asincerecomplementHelp a co-worker byrole playingfor referralsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGetsomeone tosign up for e-statementsAdopt a buddyin the branchand have areferral contestfor the daymake a productknowledge quizfor everyone totakeGet acredit cardapplicationGive apresentation ata sales meetingon topic of yourchoiceTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout atReady MoneyOD protectionSignsomeoneup for E-statementsGet acustomer tofill out acredit cardapplicationTalk to amerchantabout ourMerchantServicesTalk to acustomerabout estateplanningMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingGetsomeone tosign up for e-statementsMake acustomerfollow-upcallAsk customerif they areinterested in afinancialcheckupGo aboveandbeyond fora customerGivesomeone asincerecomplementHelp a co-worker byrole playingfor referralsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGetsomeone tosign up for e-statementsAdopt a buddyin the branchand have areferral contestfor the day

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