Ask OTCfor areferralapptComplimenta customerMake areferralcallSendinfo to acold callLet acustomerknow aboutestatementsMake sureall incomingscripts up todateRole-playthe 9 stepgreetingOffer acustomera cup ofcoffeeResearchCRS for 2MMAleadsSay "Thankyou for yourbusiness" toa customerOffer acustomeran AutoLoan quoteTalk to acustomerabout FTFlexFeatureand Benefitof DDcheckingAsk acustomer ifthey haveValentinesDay plansWrite aThank youto acustomerTalk to acustomerabout IBTalk to acustomerabout directdepositComplimenta co-workerTalk to acustomeraboutFT'sOffer acustomera debitcardSay "HappyValentinesDay" to acustomerTell a FTaboutBonusReferralMake aprospectcheckingcallRole-playthe specialrules for newaccountsAsk OTCfor areferralapptComplimenta customerMake areferralcallSendinfo to acold callLet acustomerknow aboutestatementsMake sureall incomingscripts up todateRole-playthe 9 stepgreetingOffer acustomera cup ofcoffeeResearchCRS for 2MMAleadsSay "Thankyou for yourbusiness" toa customerOffer acustomeran AutoLoan quoteTalk to acustomerabout FTFlexFeatureand Benefitof DDcheckingAsk acustomer ifthey haveValentinesDay plansWrite aThank youto acustomerTalk to acustomerabout IBTalk to acustomerabout directdepositComplimenta co-workerTalk to acustomeraboutFT'sOffer acustomera debitcardSay "HappyValentinesDay" to acustomerTell a FTaboutBonusReferralMake aprospectcheckingcallRole-playthe specialrules for newaccounts

Valentine's Day - 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. Ask OTC for a referral appt
  2. Compliment a customer
  3. Make a referral call
  4. Send info to a cold call
  5. Let a customer know about estatements
  6. Make sure all incoming scripts up to date
  7. Role-play the 9 step greeting
  8. Offer a customer a cup of coffee
  9. Research CRS for 2 MMA leads
  10. Say "Thank you for your business" to a customer
  11. Offer a customer an Auto Loan quote
  12. Talk to a customer about FT Flex
  13. Feature and Benefit of DD checking
  14. Ask a customer if they have Valentines Day plans
  15. Write a Thank you to a customer
  16. Talk to a customer about IB
  17. Talk to a customer about direct deposit
  18. Compliment a co-worker
  19. Talk to a customer about FT's
  20. Offer a customer a debit card
  21. Say "Happy Valentines Day" to a customer
  22. Tell a FT about Bonus Referral
  23. Make a prospect checking call
  24. Role-play the special rules for new accounts