Adopt a buddyin the branchand have areferral contestfor the dayGive apresentation ata sales meetingon a topic ofyour choiceTalk to acustomerabout a ReadyMoney ODProtectionGo aboveandbeyond fora customerTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout estateplanningGet acredit cardapplicationSignsomeoneup for E-StatementsHelp a co-worker byrole playingfor referralsBring in atreat for theoffice toboostmorale!Make a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGetsomeone tosign up for E-statementsGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeAsk a customerif they areinterested in aFinancialCheckup withMattWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout ourFreedomClubsTalk to amerchantabout ourMerchantServicesMake acustomerfollow-upcallCome up witha promo ideafor office andco-ordinate itSignsomeoneup for E-StatementsGivesomeone asincerecomplimentGet acustomer tofill out acredit cardapplicationAdopt a buddyin the branchand have areferral contestfor the dayGive apresentation ata sales meetingon a topic ofyour choiceTalk to acustomerabout a ReadyMoney ODProtectionGo aboveandbeyond fora customerTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout estateplanningGet acredit cardapplicationSignsomeoneup for E-StatementsHelp a co-worker byrole playingfor referralsBring in atreat for theoffice toboostmorale!Make a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGetsomeone tosign up for E-statementsGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeAsk a customerif they areinterested in aFinancialCheckup withMattWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout ourFreedomClubsTalk to amerchantabout ourMerchantServicesMake acustomerfollow-upcallCome up witha promo ideafor office andco-ordinate itSignsomeoneup for E-StatementsGivesomeone asincerecomplimentGet 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. Adopt a buddy in the branch and have a referral contest for the day
  2. Give a presentation at a sales meeting on a topic of your choice
  3. Talk to a customer about a Ready Money OD Protection
  4. Go above and beyond for a customer
  5. Talk to a customer who has a HE LOC about our Homeowners Advantage Card
  6. Talk to a customer about estate planning
  7. Get a credit card application
  8. Sign someone up for E-Statements
  9. Help a co-worker by role playing for referrals
  10. Bring in a treat for the office to boost morale!
  11. Make a call to a freind or customer that you know may be willing to talk to Matt about financial planning
  12. Get someone to sign up for E-statements
  13. Get a customer to open a Christmas or Vacation Freedom Club
  14. Talk to a customer about the benefits of Vantage Checking
  15. Make a product knowledge quiz for everyone to take
  16. Ask a customer if they are interested in a Financial Checkup with Matt
  17. Wear a badge for a day that promotes a product you can refer
  18. Talk to a customer about our Freedom Clubs
  19. Talk to a merchant about our Merchant Services
  20. Make a customer follow-up call
  21. Come up with a promo idea for office and co-ordinate it
  22. Sign someone up for E-Statements
  23. Give someone a sincere compliment
  24. Get a customer to fill out a credit card application