Adopt a buddyin the branchand have areferral contestfor the dayTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardCome up witha promo ideafor office andco-ordinate itMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentGo aboveandbeyond fora customerWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesAsk a customerif they areinterested in aFinancialCheckup withMattGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomerabout ourFreedomClubsTalk to acustomerabout a ReadyMoney ODProtectionSignsomeoneup for E-StatementsBring in atreat for theoffice toboostmorale!Get acredit cardapplicationGive apresentation ata sales meetingon a topic ofyour choiceTalk to acustomerabout estateplanningGetsomeone tosign up for E-statementsSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeMake acustomerfollow-upcallAdopt a buddyin the branchand have areferral contestfor the dayTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardCome up witha promo ideafor office andco-ordinate itMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentGo aboveandbeyond fora customerWear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesAsk a customerif they areinterested in aFinancialCheckup withMattGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomerabout ourFreedomClubsTalk to acustomerabout a ReadyMoney ODProtectionSignsomeoneup for E-StatementsBring in atreat for theoffice toboostmorale!Get acredit cardapplicationGive apresentation ata sales meetingon a topic ofyour choiceTalk to acustomerabout estateplanningGetsomeone tosign up for E-statementsSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeMake acustomerfollow-upcall

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