Applicationfor a WellsFargoBusinessTerm LoanMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchAll businessProspectorLeads workedbeforeOctober 23rdTake a selfiewith a smallbusinessowner onOctober 23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsShow Markyour BusinessAction Planprior toOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerBusinessCredit CardApplicationon October23rdEquipmentExpressLoanApplicationBook 5Business BillPay solutionsbeforeOctober 23rdBusinessBankingReferralWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelTour a localbusiness /complete aBNA onOctober 23rdonsiteMerchantReferal andapptointmenton October23rdsetConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 10Online Bankingsolutionsbefore October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thPayrollReferral andappointmentset onOctober 23rdInvite 15prospects toan apptbefore10/31/14Applicationfor a WellsFargoBusinessTerm LoanMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchAll businessProspectorLeads workedbeforeOctober 23rdTake a selfiewith a smallbusinessowner onOctober 23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsShow Markyour BusinessAction Planprior toOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerBusinessCredit CardApplicationon October23rdEquipmentExpressLoanApplicationBook 5Business BillPay solutionsbeforeOctober 23rdBusinessBankingReferralWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelTour a localbusiness /complete aBNA onOctober 23rdonsiteMerchantReferal andapptointmenton October23rdsetConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 10Online Bankingsolutionsbefore October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thPayrollReferral andappointmentset onOctober 23rdInvite 15prospects toan apptbefore10/31/14

BUSINESS BINGO - 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. Application for a Wells Fargo Business Term Loan
  2. Meet with a Friends & Family business referral from a team member in your branch
  3. All business Prospector Leads worked before October 23rd
  4. Take a selfie with a small business owner on October 23rd
  5. Introduce 3 existing customers to Wells Fargo Works for Small Business
  6. Have your manager complete an observation of a WF Business Insurance conversation with the Insuring Your Business marketing materials
  7. Show Mark your Business Action Plan prior to October 23rd
  8. 5 Business DDA Appointments Set on the same day
  9. On October 23rd visit to a business that previously completed a Business Survey with a teller
  10. Business Credit Card Application on October 23rd
  11. Equipment Express Loan Application
  12. Book 5 Business Bill Pay solutions before October 23rd
  13. Business Banking Referral
  14. Watch all 5 Small Business Mastery videos with your manager before October 23rd
  15. Host a Payroll Services focus in your branch and hand out 10 of the Intelligent Approach to Payroll marketing flyers before October 23rd
  16. Coach each teller on completing a Business Survey as you work behind the teller line
  17. During 3 different huddles, use the Small Business Community Outreach Wheel
  18. Tour a local business / complete a BNA on October 23rd onsite
  19. Merchant Referal and apptointment on October23rd set
  20. Conduct a Business Huddle and play Small Business Trivia with the entire team
  21. Book 10 Online Banking solutions before October 23rd
  22. Conduct a Business Huddle and share all Q4 promo marketing materials before October 7th
  23. Payroll Referral and appointment set on October 23rd
  24. Invite 15 prospects to an appt before 10/31/14