Give 5 customersacompliment(writecustomers namein box)Have aMerchantServicesconversationwith a businesscustomerGive a co-worker ashout out!Use 10customersnames ina row.Ask a discoveryconversationthat leads tooffering aproduct as asolution.Make acustomersmileOvercomeanobjectionAsk acustomer adiscoveryconversationEnter acredit cardapp inOrigenateInput areferralintoClientlinkTell 5customersaboutRefer LiveLearn a newproduct(write theproduct inthis box)Have acredit cardconversationHave acredit cardconversationTalk to abusinesscustomer abouta CorporateCredit cardTell acustomerabout the 3xrewardpointsHave anAWMconversationThank acustomerfor theirbusiness. Have aTreasuryManagementConversationSend anAWMreferralHave amortgageconversationGreet 10customersin a rowHave acredit cardconversationInput areferral inClientlinkHave a loanconversationwith acustomer.Give 5 customersacompliment(writecustomers namein box)Have aMerchantServicesconversationwith a businesscustomerGive a co-worker ashout out!Use 10customersnames ina row.Ask a discoveryconversationthat leads tooffering aproduct as asolution.Make acustomersmileOvercomeanobjectionAsk acustomer adiscoveryconversationEnter acredit cardapp inOrigenateInput areferralintoClientlinkTell 5customersaboutRefer LiveLearn a newproduct(write theproduct inthis box)Have acredit cardconversationHave acredit cardconversationTalk to abusinesscustomer abouta CorporateCredit cardTell acustomerabout the 3xrewardpointsHave anAWMconversationThank acustomerfor theirbusiness.Have aTreasuryManagementConversationSend anAWMreferralHave amortgageconversationGreet 10customersin a rowHave acredit cardconversationInput areferral inClientlinkHave a loanconversationwith acustomer.

Conversation 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. Give 5 customers a compliment(write customers name in box)
  2. Have a Merchant Services conversation with a business customer
  3. Give a co-worker a shout out!
  4. Use 10 customers names in a row.
  5. Ask a discovery conversation that leads to offering a product as a solution.
  6. Make a customer smile
  7. Overcome an objection
  8. Ask a customer a discovery conversation
  9. Enter a credit card app in Origenate
  10. Input a referral into Clientlink
  11. Tell 5 customers about Refer Live
  12. Learn a new product (write the product in this box)
  13. Have a credit card conversation
  14. Have a credit card conversation
  15. Talk to a business customer about a Corporate Credit card
  16. Tell a customer about the 3x reward points
  17. Have an AWM conversation
  18. Thank a customer for their business.
  19. Have a Treasury Management Conversation
  20. Send an AWM referral
  21. Have a mortgage conversation
  22. Greet 10 customers in a row
  23. Have a credit card conversation
  24. Input a referral in Clientlink
  25. Have a loan conversation with a customer.