Come up witha promo ideafor office andco-ordinate itGet a customerto open aChristmas orVacationFreedom ClubBring in atreat for theoffice toboostmorale!Wear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationTalk to amerchantabout ourMerchantServicesMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout ourFreedomClubsSignsomeoneup for E-StatementsTalk to acustomerabout estateplanningMake acustomerfollow-upcallGo aboveandbeyond fora customerGet acustomer tofill out acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGivesomeone asincerecomplimentGetsomeone tosign up for E-statementsAdopt a buddyin the branchand have areferral contestfor the dayHelp a co-worker byrole playingfor referralsMake a productknowledge quizfor everyone totakeAsk a customerif they areinterested in aFinancialCheckup withMattGive apresentation ata sales meetingon a topic ofyour choiceCome up witha promo ideafor office andco-ordinate itGet a customerto open aChristmas orVacationFreedom ClubBring in atreat for theoffice toboostmorale!Wear a badgefor a day thatpromotes aproduct youcan referTalk to acustomer aboutthe benefits ofVantageCheckingGet acredit cardapplicationTalk to amerchantabout ourMerchantServicesMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningSignsomeoneup for E-StatementsTalk to acustomerabout a ReadyMoney ODProtectionTalk to acustomerabout ourFreedomClubsSignsomeoneup for E-StatementsTalk to acustomerabout estateplanningMake acustomerfollow-upcallGo aboveandbeyond fora customerGet acustomer tofill out acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGivesomeone asincerecomplimentGetsomeone tosign up for E-statementsAdopt a buddyin the branchand have areferral contestfor the dayHelp a co-worker byrole playingfor referralsMake a productknowledge quizfor everyone totakeAsk a customerif they areinterested in aFinancialCheckup withMattGive apresentation ata sales meetingon a topic ofyour choice

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