Make a productknowledge quizfor everyone totakeMake acustomerfollow-upcallTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardAsk a customerif they areinterested in aFinancialCheckup withMattWear a badgefor a day thatpromotes aproduct youcan referGive apresentation ata sales meetingon a topic ofyour choiceGetsomeone tosign up for E-statementsTalk to acustomerabout estateplanningTalk to acustomerabout a ReadyMoney ODProtectionGet a customerto open aChristmas orVacationFreedom ClubGivesomeone asincerecomplimentGet acustomer tofill out acredit cardapplicationSignsomeoneup for E-StatementsTalk to acustomer aboutthe benefits ofVantageCheckingCome up witha promo ideafor office andco-ordinate itTalk to acustomerabout ourFreedomClubsHelp a co-worker byrole playingfor referralsGo aboveandbeyond fora customerTalk to amerchantabout ourMerchantServicesGet acredit cardapplicationSignsomeoneup for E-StatementsMake 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 dayMake a productknowledge quizfor everyone totakeMake acustomerfollow-upcallTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardAsk a customerif they areinterested in aFinancialCheckup withMattWear a badgefor a day thatpromotes aproduct youcan referGive apresentation ata sales meetingon a topic ofyour choiceGetsomeone tosign up for E-statementsTalk to acustomerabout estateplanningTalk to acustomerabout a ReadyMoney ODProtectionGet a customerto open aChristmas orVacationFreedom ClubGivesomeone asincerecomplimentGet acustomer tofill out acredit cardapplicationSignsomeoneup for E-StatementsTalk to acustomer aboutthe benefits ofVantageCheckingCome up witha promo ideafor office andco-ordinate itTalk to acustomerabout ourFreedomClubsHelp a co-worker byrole playingfor referralsGo aboveandbeyond fora customerTalk to amerchantabout ourMerchantServicesGet acredit cardapplicationSignsomeoneup for E-StatementsMake 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 day

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