3 or moreAppts. on6/7TermLoan AppObtainedProspectAppointmentCARE ProfileCreated inCRMFN WorksOnsiteScheduledBusinessReferral toPartnersBusinessCreditCard AppObtainedLeaseReferralto SBBAppointmentwith COICompletedAppointmentwithProspectCompletedSIGLOCApp from aBusinessClientRALOCApp up to$50KObtainedBusinessClientReferral toPFA/FA3 or moreAppts. on6/6BusinessDDACREMReferralto SBBConsumerDDA froma BusinessClientMerchantServicesReferralSubmitted toRepApproval ofSmallBusinessApp 6/3-6/7ExistingClient CareProfileCreated inCRMPersonal CCfrom aBusinessClientSubmittedRALOC APPabove $75KReferral toSBBHELOCApp fromBusinessCleintBusinessDDARALOCAPP up to$75KObtained3 or moreAppts. on6/7TermLoan AppObtainedProspectAppointmentCARE ProfileCreated inCRMFN WorksOnsiteScheduledBusinessReferral toPartnersBusinessCreditCard AppObtainedLeaseReferralto SBBAppointmentwith COICompletedAppointmentwithProspectCompletedSIGLOCApp from aBusinessClientRALOCApp up to$50KObtainedBusinessClientReferral toPFA/FA3 or moreAppts. on6/6BusinessDDACREMReferralto SBBConsumerDDA froma BusinessClientMerchantServicesReferralSubmitted toRepApproval ofSmallBusinessApp 6/3-6/7ExistingClient CareProfileCreated inCRMPersonal CCfrom aBusinessClientSubmittedRALOC APPabove $75KReferral toSBBHELOCApp fromBusinessCleintBusinessDDARALOCAPP up to$75KObtained

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