Talk to acustomerabout estateplanningGet a customerto open aChristmas orVacationFreedom ClubGive apresentation ata sales meetingon a topic ofyour choiceTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeGetsomeone tosign up for E-statementsAdopt a buddyin the branchand have areferral contestfor the dayAsk a customerif they areinterested in aFinancialCheckup withMattHelp a co-worker byrole playingfor referralsMake acustomerfollow-upcallTalk to acustomerabout ourFreedomClubsSignsomeoneup for E-StatementsGo aboveandbeyond fora customerMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningCome up witha promo ideafor office andco-ordinate itWear a badgefor a day thatpromotes aproduct youcan referGet acustomer tofill out acredit cardapplicationTalk to acustomerabout a ReadyMoney ODProtectionBring in atreat for theoffice toboostmorale!Get acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGivesomeone asincerecomplimentTalk to amerchantabout ourMerchantServicesSignsomeoneup for E-StatementsTalk to acustomerabout estateplanningGet a customerto open aChristmas orVacationFreedom ClubGive apresentation ata sales meetingon a topic ofyour choiceTalk to acustomer aboutthe benefits ofVantageCheckingMake a productknowledge quizfor everyone totakeGetsomeone tosign up for E-statementsAdopt a buddyin the branchand have areferral contestfor the dayAsk a customerif they areinterested in aFinancialCheckup withMattHelp a co-worker byrole playingfor referralsMake acustomerfollow-upcallTalk to acustomerabout ourFreedomClubsSignsomeoneup for E-StatementsGo aboveandbeyond fora customerMake a call to afreind or customerthat you knowmay be willing totalk to Matt aboutfinancial planningCome up witha promo ideafor office andco-ordinate itWear a badgefor a day thatpromotes aproduct youcan referGet acustomer tofill out acredit cardapplicationTalk to acustomerabout a ReadyMoney ODProtectionBring in atreat for theoffice toboostmorale!Get acredit cardapplicationTalk to a customerwho has a HELOC about ourHomeownersAdvantage CardGivesomeone asincerecomplimentTalk to amerchantabout ourMerchantServicesSignsomeoneup for E-Statements

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