Talk to acustomerabout atReady MoneyOD protectionAsk customerif they areinterested in afinancialcheckupmake a productknowledge quizfor everyone totakeHelp a co-worker byrole playingfor referralsMake acustomerfollow-upcallTalk to acustomerabout ourFreedomClubsGive apresentation ata sales meetingon topic of yourchoiceGetsomeone tosign up for e-statementsGivesomeone asincerecomplementTalk to acustomerabout estateplanningGet acustomer tofill out acredit cardapplicationGo aboveandbeyond fora customerTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGetsomeone tosign up for e-statementsGet acredit cardapplicationTalk to acustomer aboutChristmas orVacationFreedom ClubAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomer aboutthe benefits ofVantageCheckingWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesSignsomeoneup for E-statementsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statementsTalk to acustomerabout atReady MoneyOD protectionAsk customerif they areinterested in afinancialcheckupmake a productknowledge quizfor everyone totakeHelp a co-worker byrole playingfor referralsMake acustomerfollow-upcallTalk to acustomerabout ourFreedomClubsGive apresentation ata sales meetingon topic of yourchoiceGetsomeone tosign up for e-statementsGivesomeone asincerecomplementTalk to acustomerabout estateplanningGet acustomer tofill out acredit cardapplicationGo aboveandbeyond fora customerTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGetsomeone tosign up for e-statementsGet acredit cardapplicationTalk to acustomer aboutChristmas orVacationFreedom ClubAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomer aboutthe benefits ofVantageCheckingWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesSignsomeoneup for E-statementsMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGetsomeone tosign up for e-statements

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