Talk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingGo aboveandbeyond fora customerSignsomeoneup for E-statementsTalk to acustomerabout ourFreedomClubsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGive apresentation ata sales meetingon topic of yourchoiceGivesomeone asincerecomplementAdopt a buddyin the branchand have areferral contestfor the daymake a productknowledge quizfor everyone totakeTalk to acustomerabout estateplanningGetsomeone tosign up for e-statementsGetsomeone tosign up for e-statementsGet acredit cardapplicationGet acustomer tofill out acredit cardapplicationMake acustomerfollow-upcallHelp a co-worker byrole playingfor referralsWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesTalk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsAsk customerif they areinterested in afinancialcheckupTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingGo aboveandbeyond fora customerSignsomeoneup for E-statementsTalk to acustomerabout ourFreedomClubsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGive apresentation ata sales meetingon topic of yourchoiceGivesomeone asincerecomplementAdopt a buddyin the branchand have areferral contestfor the daymake a productknowledge quizfor everyone totakeTalk to acustomerabout estateplanningGetsomeone tosign up for e-statementsGetsomeone tosign up for e-statementsGet acredit cardapplicationGet acustomer tofill out acredit cardapplicationMake acustomerfollow-upcallHelp a co-worker byrole playingfor referralsWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesTalk to acustomerabout atReady MoneyOD protectionGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsAsk customerif they areinterested in afinancialcheckup

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