Asked for areferral orintroductionfrom acustomer orreferral sourceGenerated anew referralsource (3closed loans)MetbusinesslendinggoalAchieved aTier 1 listwithout anyblack boxesInvited aseniorofficer ona callMet witha newrealtorClosed amortgage fora first-timehome buyerWent on a callwith someonefrom BusinessLendingMetloangoalAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsWrote athankyou noteMetdepositgoalMetTPSgoalMade a “coldcall” to apotential newcustomerWent on a callwith someonefrom TreasuryManagementMet witha newbuilderDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callWent on acall with anew referralsourceGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMDroppedoff a gift toacustomerAttendedan eventwith acustomerAsked for areferral orintroductionfrom acustomer orreferral sourceGenerated anew referralsource (3closed loans)MetbusinesslendinggoalAchieved aTier 1 listwithout anyblack boxesInvited aseniorofficer ona callMet witha newrealtorClosed amortgage fora first-timehome buyerWent on a callwith someonefrom BusinessLendingMetloangoalAttended anevent thatFirstBankwas asponsor forAchieved200 TPSpointsWrote athankyou noteMetdepositgoalMetTPSgoalMade a “coldcall” to apotential newcustomerWent on a callwith someonefrom TreasuryManagementMet witha newbuilderDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callWent on acall with anew referralsourceGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMDroppedoff a gift toacustomerAttendedan 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. Asked for a referral or introduction from a customer or referral source
  2. Generated a new referral source (3 closed loans)
  3. Met business lending goal
  4. Achieved a Tier 1 list without any black boxes
  5. Invited a senior officer on a call
  6. Met with a new realtor
  7. Closed a mortgage for a first-time home buyer
  8. Went on a call with someone from Business Lending
  9. Met loan goal
  10. Attended an event that FirstBank was a sponsor for
  11. Achieved 200 TPS points
  12. Wrote a thank you note
  13. Met deposit goal
  14. Met TPS goal
  15. Made a “cold call” to a potential new customer
  16. Went on a call with someone from Treasury Management
  17. Met with a new builder
  18. Discussed FHA or down payment assistance on a call
  19. Met someone at an event and followed up with a call
  20. Went on a call with a new referral source
  21. Gave a presentation to a group about FirstBank’s products or services
  22. Called on someone about merchant services
  23. Met someone at an event and followed up with a call
  24. Closed a loan from a referral provided by an ABM or BM
  25. Dropped off a gift to a customer
  26. Attended an event with a customer