Ask a customerif they areinterested in aFinancialCheckup withMattSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationCome up witha promo ideafor office andco-ordinate itMake a productknowledge quizfor everyone totakeMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGet a customerto open aChristmas orVacationFreedom ClubGet acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingGetsomeone tosign up for E-statementsTalk to acustomerabout ourFreedomClubsBring in atreat for theoffice toboostmorale!Talk to amerchantabout ourMerchantServicesSignsomeoneup for E-StatementsWear a badgefor a day thatpromotes aproduct youcan referHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentGo aboveandbeyond fora customerGive apresentation ata sales meetingon a topic ofyour choiceMake acustomerfollow-upcallTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout estateplanningAdopt a buddyin the branchand have areferral contestfor the dayAsk a customerif they areinterested in aFinancialCheckup withMattSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationCome up witha promo ideafor office andco-ordinate itMake a productknowledge quizfor everyone totakeMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGet a customerto open aChristmas orVacationFreedom ClubGet acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingGetsomeone tosign up for E-statementsTalk to acustomerabout ourFreedomClubsBring in atreat for theoffice toboostmorale!Talk to amerchantabout ourMerchantServicesSignsomeoneup for E-StatementsWear a badgefor a day thatpromotes aproduct youcan referHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentGo aboveandbeyond fora customerGive apresentation ata sales meetingon a topic ofyour choiceMake acustomerfollow-upcallTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout estateplanningAdopt a buddyin the branchand have areferral contestfor the day

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