Wear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout atReady MoneyOD protectionGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingHelp a co-worker byrole playingfor referralsAsk customerif they areinterested in afinancialcheckupTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningGetsomeone tosign up for e-statementsGet acredit cardapplicationTalk to amerchantabout ourMerchantServicesGetsomeone tosign up for e-statementsGet acustomer tofill out acredit cardapplicationmake a productknowledge quizfor everyone totakeSignsomeoneup for E-statementsAdopt a buddyin the branchand have areferral contestfor the dayMake acustomerfollow-upcallGivesomeone asincerecomplementMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout atReady MoneyOD protectionGo aboveandbeyond fora customerGetsomeone tosign up for e-statementsMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsGive apresentation ata sales meetingon topic of yourchoiceTalk to acustomer aboutChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingHelp a co-worker byrole playingfor referralsAsk customerif they areinterested in afinancialcheckupTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout ourFreedomClubsTalk to acustomerabout estateplanningGetsomeone tosign up for e-statementsGet acredit cardapplicationTalk to amerchantabout ourMerchantServicesGetsomeone tosign up for e-statementsGet acustomer tofill out acredit cardapplicationmake a productknowledge quizfor everyone totakeSignsomeoneup for E-statementsAdopt a buddyin the branchand have areferral contestfor the dayMake acustomerfollow-upcallGivesomeone asincerecomplementMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planing

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