Get a customerto open aChristmas orVacationFreedom ClubMake acustomerfollow-upcallTalk to acustomer aboutthe benefits ofVantageCheckingAsk a customerif they areinterested in aFinancialCheckup withMattMake a productknowledge quizfor everyone totakeWear a badgefor a day thatpromotes aproduct youcan referSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout estateplanningGivesomeone asincerecomplimentCome up witha promo ideafor office andco-ordinate itSignsomeoneup for E-StatementsMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGo aboveandbeyond fora customerGet acredit cardapplicationGetsomeone tosign up for E-statementsHelp a co-worker byrole playingfor referralsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGive apresentation ata sales meetingon a topic ofyour choiceBring in atreat for theoffice toboostmorale!Adopt a buddyin the branchand have areferral contestfor the dayTalk to acustomerabout ourFreedomClubsTalk to amerchantabout ourMerchantServicesGet acustomer tofill out acredit cardapplicationGet a customerto open aChristmas orVacationFreedom ClubMake acustomerfollow-upcallTalk to acustomer aboutthe benefits ofVantageCheckingAsk a customerif they areinterested in aFinancialCheckup withMattMake a productknowledge quizfor everyone totakeWear a badgefor a day thatpromotes aproduct youcan referSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout estateplanningGivesomeone asincerecomplimentCome up witha promo ideafor office andco-ordinate itSignsomeoneup for E-StatementsMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGo aboveandbeyond fora customerGet acredit cardapplicationGetsomeone tosign up for E-statementsHelp a co-worker byrole playingfor referralsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGive apresentation ata sales meetingon a topic ofyour choiceBring in atreat for theoffice toboostmorale!Adopt a buddyin the branchand have areferral contestfor the dayTalk to acustomerabout ourFreedomClubsTalk to amerchantabout ourMerchantServicesGet acustomer tofill out acredit cardapplication

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