Talk to acustomer aboutthe benefits ofVantageCheckingmake a productknowledge quizfor everyone totakeWear a badgefor a day thatpromotes aproduct youcan referGetsomeone tosign up for e-statementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomer aboutChristmas orVacationFreedom ClubHelp a co-worker byrole playingfor referralsTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningSignsomeoneup for E-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsGo aboveandbeyond fora customerMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGet acredit cardapplicationGivesomeone asincerecomplementTalk to acustomerabout atReady MoneyOD protectionMake acustomerfollow-upcallGetsomeone tosign up for e-statementsAdopt a buddyin the branchand have areferral contestfor the dayGet acustomer tofill out acredit cardapplicationTalk to amerchantabout ourMerchantServicesAsk customerif they areinterested in afinancialcheckupGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomer aboutthe benefits ofVantageCheckingmake a productknowledge quizfor everyone totakeWear a badgefor a day thatpromotes aproduct youcan referGetsomeone tosign up for e-statementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomer aboutChristmas orVacationFreedom ClubHelp a co-worker byrole playingfor referralsTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningSignsomeoneup for E-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsGo aboveandbeyond fora customerMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingGet acredit cardapplicationGivesomeone asincerecomplementTalk to acustomerabout atReady MoneyOD protectionMake acustomerfollow-upcallGetsomeone tosign up for e-statementsAdopt a buddyin the branchand have areferral contestfor the dayGet acustomer tofill out acredit cardapplicationTalk to amerchantabout ourMerchantServicesAsk customerif they areinterested in afinancialcheckupGive apresentation ata sales meetingon topic of yourchoice

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