Went on a callwith someonefrom BusinessLendingMet someoneat an eventand followedup with a callAsked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callMetdepositgoalDroppedoff a gift toacustomerMet witha newbuilderWent on acall with anew referralsourceCalled onsomeoneaboutmerchantservicesMade a “coldcall” to apotential newcustomerAchieved aTier 1 listwithout anyblack boxesClosed a loanfrom a referralprovided byan ABM or BMAchieved200 TPSpointsClosed amortgage fora first-timehome buyerMetTPSgoalAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callWrote athankyou noteMetloangoalMet witha newrealtorWent on a callwith someonefrom TreasuryManagementGenerated anew referralsource (3closed loans)Gave apresentation toa group aboutFirstBank’sproducts orservicesInvited aseniorofficer ona callMetbusinesslendinggoalWent on a callwith someonefrom BusinessLendingMet someoneat an eventand followedup with a callAsked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callMetdepositgoalDroppedoff a gift toacustomerMet witha newbuilderWent on acall with anew referralsourceCalled onsomeoneaboutmerchantservicesMade a “coldcall” to apotential newcustomerAchieved aTier 1 listwithout anyblack boxesClosed a loanfrom a referralprovided byan ABM or BMAchieved200 TPSpointsClosed amortgage fora first-timehome buyerMetTPSgoalAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callWrote athankyou noteMetloangoalMet witha newrealtorWent on a callwith someonefrom TreasuryManagementGenerated anew referralsource (3closed loans)Gave apresentation toa group aboutFirstBank’sproducts orservicesInvited aseniorofficer ona callMetbusinesslendinggoal

LITT Customer Development 2017 - 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. Went on a call with someone from Business Lending
  2. Met someone at an event and followed up with a call
  3. Asked for a referral or introduction from a customer or referral source
  4. Met someone at an event and followed up with a call
  5. Met deposit goal
  6. Dropped off a gift to a customer
  7. Met with a new builder
  8. Went on a call with a new referral source
  9. Called on someone about merchant services
  10. Made a “cold call” to a potential new customer
  11. Achieved a Tier 1 list without any black boxes
  12. Closed a loan from a referral provided by an ABM or BM
  13. Achieved 200 TPS points
  14. Closed a mortgage for a first-time home buyer
  15. Met TPS goal
  16. Attended an event with a customer
  17. Attended an event that FirstBank was a sponsor for
  18. Discussed FHA or down payment assistance on a call
  19. Wrote a thank you note
  20. Met loan goal
  21. Met with a new realtor
  22. Went on a call with someone from Treasury Management
  23. Generated a new referral source (3 closed loans)
  24. Gave a presentation to a group about FirstBank’s products or services
  25. Invited a senior officer on a call
  26. Met business lending goal