Went on acall with anew referralsourceMetdepositgoalMetloangoalMade a “coldcall” to apotential newcustomerMet witha newbuilderClosed amortgage fora first-timehome buyerGenerated anew referralsource (3closed loans)Achieved aTier 1 listwithout anyblack boxesClosed a loanfrom a referralprovided byan ABM or BMMet someoneat an eventand followedup with a callAttendedan eventwith acustomerGave apresentation toa group aboutFirstBank’sproducts orservicesDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callWent on a callwith someonefrom TreasuryManagementWent on a callwith someonefrom BusinessLendingAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsMet witha newrealtorMetbusinesslendinggoalCalled onsomeoneaboutmerchantservicesAsked for areferral orintroductionfrom acustomer orreferral sourceWrote athankyou noteDroppedoff a gift toacustomerInvited aseniorofficer ona callMetTPSgoalWent on acall with anew referralsourceMetdepositgoalMetloangoalMade a “coldcall” to apotential newcustomerMet witha newbuilderClosed amortgage fora first-timehome buyerGenerated anew referralsource (3closed loans)Achieved aTier 1 listwithout anyblack boxesClosed a loanfrom a referralprovided byan ABM or BMMet someoneat an eventand followedup with a callAttendedan eventwith acustomerGave apresentation toa group aboutFirstBank’sproducts orservicesDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callWent on a callwith someonefrom TreasuryManagementWent on a callwith someonefrom BusinessLendingAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsMet witha newrealtorMetbusinesslendinggoalCalled onsomeoneaboutmerchantservicesAsked for areferral orintroductionfrom acustomer orreferral sourceWrote athankyou noteDroppedoff a gift toacustomerInvited aseniorofficer ona callMetTPSgoal

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