Help a co-worker byrole playingfor referralsSignsomeoneup for E-statementsGetsomeone tosign up for e-statementsmake a productknowledge quizfor everyone totakeTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesGetsomeone tosign up for e-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to acustomerabout estateplanningMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGivesomeone asincerecomplementGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsGet acustomer tofill out acredit cardapplicationGet acredit cardapplicationTalk to acustomerabout atReady MoneyOD protectionMake acustomerfollow-upcallAdopt a buddyin the branchand have areferral contestfor the dayAsk customerif they areinterested in afinancialcheckupGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutthe benefits ofVantageCheckingHelp a co-worker byrole playingfor referralsSignsomeoneup for E-statementsGetsomeone tosign up for e-statementsmake a productknowledge quizfor everyone totakeTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesGetsomeone tosign up for e-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to acustomerabout estateplanningMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGivesomeone asincerecomplementGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsGet acustomer tofill out acredit cardapplicationGet acredit cardapplicationTalk to acustomerabout atReady MoneyOD protectionMake acustomerfollow-upcallAdopt a buddyin the branchand have areferral contestfor the dayAsk customerif they areinterested in afinancialcheckupGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomerabout ourFreedomClubsTalk 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Help a co-worker by role playing for referrals
  2. Sign someone up for E-statements
  3. Get someone to sign up for e-statements
  4. make a product knowledge quiz for everyone to take
  5. Talk to a customer who has a HE LOC about our Homeowners Advantage Card
  6. Wear a badge for a day that promotes a product you can refer
  7. Talk to a merchant about our Merchant Services
  8. Get someone to sign up for e-statements
  9. Talk to a customer about Christmas or Vacation Freedom Club
  10. Make a call to a friend or customer that you know may be willing to talk to Matt about financial planing
  11. Talk to a customer about estate planning
  12. Make a treat for the office to boost morale! Maybe somethingchocolate perhaps
  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 customer to fill out a credit card application
  17. Get a credit card application
  18. Talk to a customer about at Ready Money OD protection
  19. Make a customer follow-up call
  20. Adopt a buddy in the branch and have a referral contest for the day
  21. Ask customer if they are interested in a financial checkup
  22. Give a presentation at a sales meeting on topic of your choice
  23. Talk to a customer about our Freedom Clubs
  24. Talk to a customer about the benefits of Vantage Checking