Talk to amerchantabout ourMerchantServicesTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout a ReadyMoney ODProtectionAdopt a buddyin the branchand have areferral contestfor the dayMake acustomerfollow-upcallSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationSignsomeoneup for E-StatementsMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGetsomeone tosign up for E-statementsGive apresentation ata sales meetingon a topic ofyour choiceGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomerabout estateplanningHelp a co-worker byrole playingfor referralsAsk a customerif they areinterested in aFinancialCheckup withMattGivesomeone asincerecomplimentGo aboveandbeyond fora customerGet acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingTalk to acustomerabout ourFreedomClubsMake a productknowledge quizfor everyone totakeCome up witha promo ideafor office andco-ordinate itBring in atreat for theoffice toboostmorale!Wear a badgefor a day thatpromotes aproduct youcan referTalk to amerchantabout ourMerchantServicesTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardTalk to acustomerabout a ReadyMoney ODProtectionAdopt a buddyin the branchand have areferral contestfor the dayMake acustomerfollow-upcallSignsomeoneup for E-StatementsGet acustomer tofill out acredit cardapplicationSignsomeoneup for E-StatementsMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningGetsomeone tosign up for E-statementsGive apresentation ata sales meetingon a topic ofyour choiceGet a customerto open aChristmas orVacationFreedom ClubTalk to acustomerabout estateplanningHelp a co-worker byrole playingfor referralsAsk a customerif they areinterested in aFinancialCheckup withMattGivesomeone asincerecomplimentGo aboveandbeyond fora customerGet acredit cardapplicationTalk to acustomer aboutthe benefits ofVantageCheckingTalk to acustomerabout ourFreedomClubsMake a productknowledge quizfor everyone totakeCome up witha promo ideafor office andco-ordinate itBring in atreat for theoffice toboostmorale!Wear a badgefor a day thatpromotes aproduct youcan refer

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