Talk to acustomer aboutthe benefits ofVantageCheckingGet acustomer tofill out acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGetsomeone tosign up for e-statementsGetsomeone tosign up for e-statementsTalk to amerchantabout ourMerchantServicesMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsTalk to acustomerabout ourFreedomClubsGivesomeone asincerecomplementGo aboveandbeyond fora customerSignsomeoneup for E-statementsTalk to acustomerabout atReady MoneyOD protectionTalk to acustomerabout estateplanningTalk to acustomer aboutChristmas orVacationFreedom ClubMake acustomerfollow-upcallMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingWear a badgefor a day thatpromotes aproduct youcan referGetsomeone tosign up for e-statementsGet acredit cardapplicationAdopt a buddyin the branchand have areferral contestfor the daymake a productknowledge quizfor everyone totakeHelp a co-worker byrole playingfor referralsGive apresentation ata sales meetingon topic of yourchoiceAsk customerif they areinterested in afinancialcheckupTalk to acustomer aboutthe benefits ofVantageCheckingGet acustomer tofill out acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGetsomeone tosign up for e-statementsGetsomeone tosign up for e-statementsTalk to amerchantabout ourMerchantServicesMake a treat for theoffice to boostmorale! MaybesomethingchocolateperhapsTalk to acustomerabout ourFreedomClubsGivesomeone asincerecomplementGo aboveandbeyond fora customerSignsomeoneup for E-statementsTalk to acustomerabout atReady MoneyOD protectionTalk to acustomerabout estateplanningTalk to acustomer aboutChristmas orVacationFreedom ClubMake acustomerfollow-upcallMake a call to afriend or customerthat you knowmay be willing totalk to Matt aboutfinancial planingWear a badgefor a day thatpromotes aproduct youcan referGetsomeone tosign up for e-statementsGet acredit cardapplicationAdopt a buddyin the branchand have areferral contestfor the daymake a productknowledge quizfor everyone totakeHelp a co-worker byrole playingfor referralsGive apresentation ata sales meetingon topic of yourchoiceAsk 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.


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