Met witha newrealtorMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesClosed amortgage fora first-timehome buyerClosed a loanfrom a referralprovided byan ABM or BMWrote athankyou noteAsked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)MetloangoalMet someoneat an eventand followedup with a callMetTPSgoalWent on a callwith someonefrom BusinessLendingWent on acall with anew referralsourceMetbusinesslendinggoalWent on a callwith someonefrom TreasuryManagementMet someoneat an eventand followedup with a callAchieved200 TPSpointsMetdepositgoalAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callMet witha newbuilderAttendedan eventwith acustomerAchieved aTier 1 listwithout anyblack boxesMet witha newrealtorMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesClosed amortgage fora first-timehome buyerClosed a loanfrom a referralprovided byan ABM or BMWrote athankyou noteAsked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)MetloangoalMet someoneat an eventand followedup with a callMetTPSgoalWent on a callwith someonefrom BusinessLendingWent on acall with anew referralsourceMetbusinesslendinggoalWent on a callwith someonefrom TreasuryManagementMet someoneat an eventand followedup with a callAchieved200 TPSpointsMetdepositgoalAttended anevent thatFirstBankwas asponsor forDiscussedFHA or downpaymentassistance ona callMet witha newbuilderAttendedan eventwith acustomerAchieved aTier 1 listwithout anyblack boxes

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