Met witha newbuilderMet witha newrealtorDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementInvited aseniorofficer ona callWrote athankyou noteClosed amortgage fora first-timehome buyerAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callAsked for areferral orintroductionfrom acustomer orreferral sourceMade a “coldcall” to apotential newcustomerGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMMetdepositgoalMetbusinesslendinggoalAchieved aTier 1 listwithout anyblack boxesMetloangoalWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingMet someoneat an eventand followedup with a callMetTPSgoalCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsAttendedan eventwith acustomerMet witha newbuilderMet witha newrealtorDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementInvited aseniorofficer ona callWrote athankyou noteClosed amortgage fora first-timehome buyerAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callAsked for areferral orintroductionfrom acustomer orreferral sourceMade a “coldcall” to apotential newcustomerGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMMetdepositgoalMetbusinesslendinggoalAchieved aTier 1 listwithout anyblack boxesMetloangoalWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingMet someoneat an eventand followedup with a callMetTPSgoalCalled onsomeoneaboutmerchantservicesAchieved200 TPSpointsAttendedan eventwith acustomer

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.


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