Ask a customerif they areinterested in aFinancialCheckup withMattWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageCheckingMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningMake acustomerfollow-upcallGet acustomer tofill out acredit cardapplicationCome up witha promo ideafor office andco-ordinate itGive apresentation ata sales meetingon a topic ofyour choiceHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomerabout a ReadyMoney ODProtectionGetsomeone tosign up for E-statementsGet acredit cardapplicationBring in atreat for theoffice toboostmorale!Talk to acustomerabout ourFreedomClubsSignsomeoneup for E-StatementsSignsomeoneup for E-StatementsGet a customerto open aChristmas orVacationFreedom ClubTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerMake a productknowledge quizfor everyone totakeTalk to acustomerabout estateplanningAsk a customerif they areinterested in aFinancialCheckup withMattWear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageCheckingMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningMake acustomerfollow-upcallGet acustomer tofill out acredit cardapplicationCome up witha promo ideafor office andco-ordinate itGive apresentation ata sales meetingon a topic ofyour choiceHelp a co-worker byrole playingfor referralsGivesomeone asincerecomplimentAdopt a buddyin the branchand have areferral contestfor the dayTalk to acustomerabout a ReadyMoney ODProtectionGetsomeone tosign up for E-statementsGet acredit cardapplicationBring in atreat for theoffice toboostmorale!Talk to acustomerabout ourFreedomClubsSignsomeoneup for E-StatementsSignsomeoneup for E-StatementsGet a customerto open aChristmas orVacationFreedom ClubTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to amerchantabout ourMerchantServicesGo aboveandbeyond fora customerMake a productknowledge quizfor everyone totakeTalk to acustomerabout estateplanning

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