During 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelMerchantReferal andapptointmenton October23rdsetConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thBook 10Online Bankingsolutionsbefore October23rdTake a selfiewith a smallbusinessowner onOctober 23rdOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerShow Markyour BusinessAction Planprior toOctober 23rdHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdInvite 15prospects toan apptbefore10/31/14BusinessCredit CardApplicationon October23rdWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayBook 5Business BillPay solutionsbeforeOctober 23rdAll businessProspectorLeads workedbeforeOctober 23rdTour a localbusiness /complete aBNA onOctober 23rdonsiteEquipmentExpressLoanApplicationBusinessBankingReferralPayrollReferral andappointmentset onOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchApplicationfor a WellsFargoBusinessTerm LoanDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelMerchantReferal andapptointmenton October23rdsetConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thBook 10Online Bankingsolutionsbefore October23rdTake a selfiewith a smallbusinessowner onOctober 23rdOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerShow Markyour BusinessAction Planprior toOctober 23rdHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdInvite 15prospects toan apptbefore10/31/14BusinessCredit CardApplicationon October23rdWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayBook 5Business BillPay solutionsbeforeOctober 23rdAll businessProspectorLeads workedbeforeOctober 23rdTour a localbusiness /complete aBNA onOctober 23rdonsiteEquipmentExpressLoanApplicationBusinessBankingReferralPayrollReferral andappointmentset onOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchApplicationfor a WellsFargoBusinessTerm Loan

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