Talk to a customerwho has a HELOC about ourHomeownersAdvantage CardAsk customerif they areinterested in afinancialcheckupGet acredit cardapplicationMake acustomerfollow-upcallTalk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsmake a productknowledge quizfor everyone totakeTalk to acustomer aboutthe benefits ofVantageCheckingHelp 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-statementsSignsomeoneup for E-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubAdopt a buddyin the branchand have areferral contestfor the dayWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerTalk to acustomerabout estateplanningGive apresentation ata sales meetingon topic of yourchoiceMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsTalk to acustomerabout ourFreedomClubsGet acustomer tofill out acredit cardapplicationGetsomeone tosign up for e-statementsGivesomeone asincerecomplementTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardAsk customerif they areinterested in afinancialcheckupGet acredit cardapplicationMake acustomerfollow-upcallTalk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsmake a productknowledge quizfor everyone totakeTalk to acustomer aboutthe benefits ofVantageCheckingHelp 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-statementsSignsomeoneup for E-statementsTalk to acustomer aboutChristmas orVacationFreedom ClubAdopt a buddyin the branchand have areferral contestfor the dayWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerTalk to acustomerabout estateplanningGive apresentation ata sales meetingon topic of yourchoiceMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsTalk to acustomerabout ourFreedomClubsGet acustomer tofill out acredit cardapplicationGetsomeone tosign up for e-statementsGivesomeone asincerecomplement

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