ExistingClient CareProfileCreated inCRMApproval ofSmallBusinessApp 6/3-6/7SIGLOCApp from aBusinessClient3 or moreAppts. on6/6RALOCAPP up to$75KObtainedBusinessCreditCard AppObtainedAppointmentwithProspectCompletedMerchantServicesReferralSubmitted toRepTermLoan AppObtainedConsumerDDA froma BusinessClientLeaseReferralto SBBBusinessReferral toPartnersHELOCApp fromBusinessCleintRALOC APPabove $75KReferral toSBBProspectAppointmentCARE ProfileCreated inCRM3 or moreAppts. on6/7CREMReferralto SBBFN WorksOnsiteScheduledBusinessDDABusinessDDARALOCApp up to$50KObtainedAppointmentwith COICompletedPersonal CCfrom aBusinessClientSubmittedBusinessClientReferral toPFA/FAExistingClient CareProfileCreated inCRMApproval ofSmallBusinessApp 6/3-6/7SIGLOCApp from aBusinessClient3 or moreAppts. on6/6RALOCAPP up to$75KObtainedBusinessCreditCard AppObtainedAppointmentwithProspectCompletedMerchantServicesReferralSubmitted toRepTermLoan AppObtainedConsumerDDA froma BusinessClientLeaseReferralto SBBBusinessReferral toPartnersHELOCApp fromBusinessCleintRALOC APPabove $75KReferral toSBBProspectAppointmentCARE ProfileCreated inCRM3 or moreAppts. on6/7CREMReferralto SBBFN WorksOnsiteScheduledBusinessDDABusinessDDARALOCApp up to$50KObtainedAppointmentwith COICompletedPersonal CCfrom aBusinessClientSubmittedBusinessClientReferral toPFA/FA

West Small Business Blitz - 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
  1. Existing Client Care Profile Created in CRM
  2. Approval of Small Business App 6/3-6/7
  3. SIGLOC App from a Business Client
  4. 3 or more Appts. on 6/6
  5. RALOC APP up to $75K Obtained
  6. Business Credit Card App Obtained
  7. Appointment with Prospect Completed
  8. Merchant Services Referral Submitted to Rep
  9. Term Loan App Obtained
  10. Consumer DDA from a Business Client
  11. Lease Referral to SBB
  12. Business Referral to Partners
  13. HELOC App from Business Cleint
  14. RALOC APP above $75K Referral to SBB
  15. Prospect Appointment CARE Profile Created in CRM
  16. 3 or more Appts. on 6/7
  17. CREM Referral to SBB
  18. FN Works Onsite Scheduled
  19. Business DDA
  20. Business DDA
  21. RALOC App up to $50K Obtained
  22. Appointment with COI Completed
  23. Personal CC from a Business Client Submitted
  24. Business Client Referral to PFA/FA