Come up witha promo ideafor office andco-ordinate itGet acredit cardapplicationGivesomeone asincerecomplimentWear a badgefor a day thatpromotes aproduct youcan referSignsomeoneup for E-StatementsTalk to acustomerabout estateplanningAdopt a buddyin the branchand have areferral contestfor the dayGo aboveandbeyond fora customerMake a productknowledge quizfor everyone totakeGetsomeone tosign up for E-statementsMake acustomerfollow-upcallGet a customerto open aChristmas orVacationFreedom ClubGet acustomer tofill out acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingTalk to acustomerabout ourFreedomClubsHelp a co-worker byrole playingfor referralsSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardAsk a customerif they areinterested in aFinancialCheckup withMattGive apresentation ata sales meetingon a topic ofyour choiceMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningBring in atreat for theoffice toboostmorale!Talk to amerchantabout ourMerchantServicesCome up witha promo ideafor office andco-ordinate itGet acredit cardapplicationGivesomeone asincerecomplimentWear a badgefor a day thatpromotes aproduct youcan referSignsomeoneup for E-StatementsTalk to acustomerabout estateplanningAdopt a buddyin the branchand have areferral contestfor the dayGo aboveandbeyond fora customerMake a productknowledge quizfor everyone totakeGetsomeone tosign up for E-statementsMake acustomerfollow-upcallGet a customerto open aChristmas orVacationFreedom ClubGet acustomer tofill out acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingTalk to acustomerabout ourFreedomClubsHelp a co-worker byrole playingfor referralsSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardAsk a customerif they areinterested in aFinancialCheckup withMattGive apresentation ata sales meetingon a topic ofyour choiceMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningBring in atreat for theoffice toboostmorale!Talk to amerchantabout ourMerchantServices

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