Get acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningCome up witha promo ideafor office andco-ordinate itGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsGive apresentation ata sales meetingon a topic ofyour choiceSignsomeoneup for E-StatementsGo aboveandbeyond fora customerTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout estateplanningTalk to acustomerabout ourFreedomClubsAdopt a buddyin the branchand have areferral contestfor the dayGet a customerto open aChristmas orVacationFreedom ClubBring in atreat for theoffice toboostmorale!Getsomeone tosign up for E-statementsSignsomeoneup for E-StatementsMake acustomerfollow-upcallGivesomeone asincerecomplimentTalk to amerchantabout ourMerchantServicesWear a badgefor a day thatpromotes aproduct youcan referAsk a customerif they areinterested in aFinancialCheckup withMattGet acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningCome up witha promo ideafor office andco-ordinate itGet acustomer tofill out acredit cardapplicationHelp a co-worker byrole playingfor referralsGive apresentation ata sales meetingon a topic ofyour choiceSignsomeoneup for E-StatementsGo aboveandbeyond fora customerTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout estateplanningTalk to acustomerabout ourFreedomClubsAdopt a buddyin the branchand have areferral contestfor the dayGet a customerto open aChristmas orVacationFreedom ClubBring in atreat for theoffice toboostmorale!Getsomeone tosign up for E-statementsSignsomeoneup for E-StatementsMake acustomerfollow-upcallGivesomeone asincerecomplimentTalk to amerchantabout ourMerchantServicesWear a badgefor a day thatpromotes aproduct youcan referAsk a customerif they areinterested in aFinancialCheckup withMatt

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