Make acustomerfollow-upcallMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGo aboveandbeyond fora customerHelp a co-worker byrole playingfor referralsMake a productknowledge quizfor everyone totakeGive apresentation ata sales meetingon a topic ofyour choiceTalk to amerchantabout ourMerchantServicesTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionGivesomeone asincerecomplimentSignsomeoneup for E-StatementsTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationTalk to acustomerabout ourFreedomClubsGet a customerto open aChristmas orVacationFreedom ClubAdopt a buddyin the branchand have areferral contestfor the dayGetsomeone tosign up for E-statementsTalk to acustomerabout estateplanningWear a badgefor a day thatpromotes aproduct youcan referAsk a customerif they areinterested in aFinancialCheckup withMattBring in atreat for theoffice toboostmorale!Get acustomer tofill out acredit cardapplicationCome up witha promo ideafor office andco-ordinate itMake acustomerfollow-upcallMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGo aboveandbeyond fora customerHelp a co-worker byrole playingfor referralsMake a productknowledge quizfor everyone totakeGive apresentation ata sales meetingon a topic ofyour choiceTalk to amerchantabout ourMerchantServicesTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionGivesomeone asincerecomplimentSignsomeoneup for E-StatementsTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationTalk to acustomerabout ourFreedomClubsGet a customerto open aChristmas orVacationFreedom ClubAdopt a buddyin the branchand have areferral contestfor the dayGetsomeone tosign up for E-statementsTalk to acustomerabout estateplanningWear a badgefor a day thatpromotes aproduct youcan referAsk a customerif they areinterested in aFinancialCheckup withMattBring in atreat for theoffice toboostmorale!Get acustomer tofill out acredit cardapplicationCome up witha promo ideafor office andco-ordinate it

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