Help a co-worker byrole playingfor referralsGive apresentation ata sales meetingon a topic ofyour choiceBring in atreat for theoffice toboostmorale!Get acustomer tofill out acredit cardapplicationMake acustomerfollow-upcallCome up witha promo ideafor office andco-ordinate itGet a customerto open aChristmas orVacationFreedom ClubWear a badgefor a day thatpromotes aproduct youcan referAdopt a buddyin the branchand have areferral contestfor the dayAsk a customerif they areinterested in aFinancialCheckup withMattSignsomeoneup for E-StatementsTalk to acustomerabout estateplanningMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutthe benefits ofVantageCheckingSignsomeoneup for E-StatementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerGet acredit cardapplicationGivesomeone asincerecomplimentMake a productknowledge quizfor everyone totakeGetsomeone tosign up for E-statementsHelp a co-worker byrole playingfor referralsGive apresentation ata sales meetingon a topic ofyour choiceBring in atreat for theoffice toboostmorale!Get acustomer tofill out acredit cardapplicationMake acustomerfollow-upcallCome up witha promo ideafor office andco-ordinate itGet a customerto open aChristmas orVacationFreedom ClubWear a badgefor a day thatpromotes aproduct youcan referAdopt a buddyin the branchand have areferral contestfor the dayAsk a customerif they areinterested in aFinancialCheckup withMattSignsomeoneup for E-StatementsTalk to acustomerabout estateplanningMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutthe benefits ofVantageCheckingSignsomeoneup for E-StatementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerGet acredit cardapplicationGivesomeone asincerecomplimentMake a productknowledge quizfor everyone totakeGetsomeone tosign up for E-statements

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