Talk to acustomer aboutthe benefits ofVantageCheckingTalk to amerchantabout ourMerchantServicesGet acredit cardapplicationGet acustomer tofill out acredit cardapplicationGive apresentation ata sales meetingon topic of yourchoiceMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGetsomeone tosign up for e-statementsMake acustomerfollow-upcallMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsAdopt a buddyin the branchand have areferral contestfor the dayAsk customerif they areinterested in afinancialcheckupWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsGo aboveandbeyond fora customerTalk to acustomer aboutChristmas orVacationFreedom ClubSignsomeoneup for E-statementsGivesomeone asincerecomplementmake a productknowledge quizfor everyone totakeTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningHelp a co-worker byrole playingfor referralsTalk to acustomer aboutthe benefits ofVantageCheckingTalk to amerchantabout ourMerchantServicesGet acredit cardapplicationGet acustomer tofill out acredit cardapplicationGive apresentation ata sales meetingon topic of yourchoiceMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGetsomeone tosign up for e-statementsMake acustomerfollow-upcallMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsAdopt a buddyin the branchand have areferral contestfor the dayAsk customerif they areinterested in afinancialcheckupWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsGo aboveandbeyond fora customerTalk to acustomer aboutChristmas orVacationFreedom ClubSignsomeoneup for E-statementsGivesomeone asincerecomplementmake a productknowledge quizfor everyone totakeTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningHelp a co-worker byrole playingfor referrals

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