Wrote athankyou noteDiscussedFHA or downpaymentassistance ona callClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceAchieved200 TPSpointsMet witha newrealtorMetbusinesslendinggoalMet witha newbuilderAttendedan eventwith acustomerInvited aseniorofficer ona callMetTPSgoalCalled onsomeoneaboutmerchantservicesWent on acall with anew referralsourceMetloangoalGenerated anew referralsource (3closed loans)Met someoneat an eventand followedup with a callMetdepositgoalWent on a callwith someonefrom BusinessLendingWent on a callwith someonefrom TreasuryManagementGave apresentation toa group aboutFirstBank’sproducts orservicesClosed a loanfrom a referralprovided byan ABM or BMMet someoneat an eventand followedup with a callAchieved aTier 1 listwithout anyblack boxesAttended anevent thatFirstBankwas asponsor forMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomerWrote athankyou noteDiscussedFHA or downpaymentassistance ona callClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceAchieved200 TPSpointsMet witha newrealtorMetbusinesslendinggoalMet witha newbuilderAttendedan eventwith acustomerInvited aseniorofficer ona callMetTPSgoalCalled onsomeoneaboutmerchantservicesWent on acall with anew referralsourceMetloangoalGenerated anew referralsource (3closed loans)Met someoneat an eventand followedup with a callMetdepositgoalWent on a callwith someonefrom BusinessLendingWent on a callwith someonefrom TreasuryManagementGave apresentation toa group aboutFirstBank’sproducts orservicesClosed a loanfrom a referralprovided byan ABM or BMMet someoneat an eventand followedup with a callAchieved aTier 1 listwithout anyblack boxesAttended anevent thatFirstBankwas asponsor forMade a “coldcall” to apotential newcustomerDroppedoff a gift toacustomer

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