Achieved aTier 1 listwithout anyblack boxesDiscussedFHA or downpaymentassistance ona callMet witha newbuilderInvited aseniorofficer ona callWrote athankyou noteWent on a callwith someonefrom TreasuryManagementAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)MetbusinesslendinggoalAsked for areferral orintroductionfrom acustomer orreferral sourceClosed a loanfrom a referralprovided byan ABM or BMAttendedan eventwith acustomerMet witha newrealtorMetdepositgoalMet someoneat an eventand followedup with a callMade a “coldcall” to apotential newcustomerCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callMetloangoalWent on acall with anew referralsourceClosed amortgage fora first-timehome buyerMetTPSgoalWent on a callwith someonefrom BusinessLendingAchieved aTier 1 listwithout anyblack boxesDiscussedFHA or downpaymentassistance ona callMet witha newbuilderInvited aseniorofficer ona callWrote athankyou noteWent on a callwith someonefrom TreasuryManagementAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)MetbusinesslendinggoalAsked for areferral orintroductionfrom acustomer orreferral sourceClosed a loanfrom a referralprovided byan ABM or BMAttendedan eventwith acustomerMet witha newrealtorMetdepositgoalMet someoneat an eventand followedup with a callMade a “coldcall” to apotential newcustomerCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callMetloangoalWent on acall with anew referralsourceClosed amortgage fora first-timehome buyerMetTPSgoalWent on a callwith someonefrom BusinessLending

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