Getsomeone tosign up for e-statementsTalk to acustomerabout estateplanningHelp a co-worker byrole playingfor referralsGive apresentation ata sales meetingon topic of yourchoiceGet acustomer tofill out acredit cardapplicationAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomerabout ourFreedomClubsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesTalk to acustomerabout atReady MoneyOD protectionmake a productknowledge quizfor everyone totakeMake acustomerfollow-upcallGivesomeone asincerecomplementGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsGet acredit cardapplicationMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingAsk customerif they areinterested in afinancialcheckupSignsomeoneup for E-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageCheckingGetsomeone tosign up for e-statementsTalk to acustomerabout estateplanningHelp a co-worker byrole playingfor referralsGive apresentation ata sales meetingon topic of yourchoiceGet acustomer tofill out acredit cardapplicationAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomerabout ourFreedomClubsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesTalk to acustomerabout atReady MoneyOD protectionmake a productknowledge quizfor everyone totakeMake acustomerfollow-upcallGivesomeone asincerecomplementGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsGet acredit cardapplicationMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingAsk customerif they areinterested in afinancialcheckupSignsomeoneup for E-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageChecking

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