Go aboveandbeyond fora customerMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningBring in atreat for theoffice toboostmorale!Adopt a buddyin the branchand have areferral contestfor the daySignsomeoneup for E-StatementsGet a customerto open aChristmas orVacationFreedom ClubGetsomeone tosign up for E-statementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout estateplanningWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout a ReadyMoney ODProtectionAsk a customerif they areinterested in aFinancialCheckup withMattTalk to amerchantabout ourMerchantServicesTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutthe benefits ofVantageCheckingGet acustomer tofill out acredit cardapplicationMake a productknowledge quizfor everyone totakeSignsomeoneup for E-StatementsCome up witha promo ideafor office andco-ordinate itGet acredit cardapplicationMake acustomerfollow-upcallGive apresentation ata sales meetingon a topic ofyour choiceGivesomeone asincerecomplimentHelp a co-worker byrole playingfor referralsGo aboveandbeyond fora customerMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningBring in atreat for theoffice toboostmorale!Adopt a buddyin the branchand have areferral contestfor the daySignsomeoneup for E-StatementsGet a customerto open aChristmas orVacationFreedom ClubGetsomeone tosign up for E-statementsTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout estateplanningWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomerabout a ReadyMoney ODProtectionAsk a customerif they areinterested in aFinancialCheckup withMattTalk to amerchantabout ourMerchantServicesTalk to acustomerabout ourFreedomClubsTalk to acustomer aboutthe benefits ofVantageCheckingGet acustomer tofill out acredit cardapplicationMake a productknowledge quizfor everyone totakeSignsomeoneup for E-StatementsCome up witha promo ideafor office andco-ordinate itGet acredit cardapplicationMake acustomerfollow-upcallGive apresentation ata sales meetingon a topic ofyour choiceGivesomeone asincerecomplimentHelp a co-worker byrole playingfor referrals

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Go above and beyond for a customer
  2. Make a call to a freind or customer that you know may be willing to talk to Matt about financial planning
  3. Bring in a treat for the office to boost morale!
  4. Adopt a buddy in the branch and have a referral contest for the day
  5. Sign someone up for E-Statements
  6. Get a customer to open a Christmas or Vacation Freedom Club
  7. Get someone to sign up for E-statements
  8. Talk to a customer who has a HE LOC about our Homeowners Advantage Card
  9. Talk to a customer about estate planning
  10. Wear a badge for a day that promotes a product you can refer
  11. Talk to a customer about a Ready Money OD Protection
  12. Ask a customer if they are interested in a Financial Checkup with Matt
  13. Talk to a merchant about our Merchant Services
  14. Talk to a customer about our Freedom Clubs
  15. Talk to a customer about the benefits of Vantage Checking
  16. Get a customer to fill out a credit card application
  17. Make a product knowledge quiz for everyone to take
  18. Sign someone up for E-Statements
  19. Come up with a promo idea for office and co-ordinate it
  20. Get a credit card application
  21. Make a customer follow-up call
  22. Give a presentation at a sales meeting on a topic of your choice
  23. Give someone a sincere compliment
  24. Help a co-worker by role playing for referrals