Set a futureappointmentfor Sonya orBrittanyReview a SMprofile andset a followup to reachback outInputNotes or aReferral inCallTraxHold thedoor fora clientTalk tosomeoneaboutWealthOffer aclient adebit cardFind outhow manychildren aclient hasFollow-upon apendingreferralSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)When printinga debit card,have a creditcardconversationGive out asucker ordog treatSend aTEAMcardHand outour GoogleReviewcardsTalk tosomeoneabout onlineor mobilebankingComplimenta client -shirt, car,shoes, hair,etc.Ask a clientabout theirweekendplansInform aclientabout billpayRole-playwith a co-worker abouta product wehaveSend outyour self-apply creditcard flier 5XRun a TransitBatch forEVERYONErunning adrawerTalk to abiz clientabout TMUse acustomer'sname duringyourconversation -5XWelcometo Premier- 5XUpdate aclients profile -phone number,email, addressShare afun factwith yourteamFindsomeonefrom outof stateSet a futureappointmentfor Sonya orBrittanyReview a SMprofile andset a followup to reachback outInputNotes or aReferral inCallTraxHold thedoor fora clientTalk tosomeoneaboutWealthOffer aclient adebit cardFind outhow manychildren aclient hasFollow-upon apendingreferralSend a card toa client in themail (thank you,thinking of themfor somethinggoing on, etc)When printinga debit card,have a creditcardconversationGive out asucker ordog treatSend aTEAMcardHand outour GoogleReviewcardsTalk tosomeoneabout onlineor mobilebankingComplimenta client -shirt, car,shoes, hair,etc.Ask a clientabout theirweekendplansInform aclientabout billpayRole-playwith a co-worker abouta product wehaveSend outyour self-apply creditcard flier 5XRun a TransitBatch forEVERYONErunning adrawerTalk to abiz clientabout TMUse acustomer'sname duringyourconversation -5XWelcometo Premier- 5XUpdate aclients profile -phone number,email, addressShare afun factwith yourteamFindsomeonefrom outof state

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. Set a future appointment for Sonya or Brittany
  2. Review a SM profile and set a follow up to reach back out
  3. Input Notes or a Referral in CallTrax
  4. Hold the door for a client
  5. Talk to someone about Wealth
  6. Offer a client a debit card
  7. Find out how many children a client has
  8. Follow-up on a pending referral
  9. Send a card to a client in the mail (thank you, thinking of them for something going on, etc)
  10. When printing a debit card, have a credit card conversation
  11. Give out a sucker or dog treat
  12. Send a TEAM card
  13. Hand out our Google Review cards
  14. Talk to someone about online or mobile banking
  15. Compliment a client - shirt, car, shoes, hair, etc.
  16. Ask a client about their weekend plans
  17. Inform a client about bill pay
  18. Role-play with a co-worker about a product we have
  19. Send out your self-apply credit card flier 5X
  20. Run a Transit Batch for EVERYONE running a drawer
  21. Talk to a biz client about TM
  22. Use a customer's name during your conversation - 5X
  23. Welcome to Premier - 5X
  24. Update a clients profile - phone number, email, address
  25. Share a fun fact with your team
  26. Find someone from out of state