Tour a localbusiness /complete aBNA onOctober 23rdonsiteShow Markyour BusinessAction Planprior toOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdEquipmentExpressLoanApplicationMerchantReferal andapptointmenton October23rdsetApplicationfor a WellsFargoBusinessTerm LoanWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessCoach each telleron completing aBusiness Surveyas you workbehind the tellerlinePayrollReferral andappointmentset onOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 10Online Bankingsolutionsbefore October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thBook 5Business BillPay solutionsbeforeOctober 23rdHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsTake a selfiewith a smallbusinessowner onOctober 23rdMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelBusinessCredit CardApplicationon October23rdBusinessBankingReferralAll businessProspectorLeads workedbeforeOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayInvite 15prospects toan apptbefore10/31/14Tour a localbusiness /complete aBNA onOctober 23rdonsiteShow Markyour BusinessAction Planprior toOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdEquipmentExpressLoanApplicationMerchantReferal andapptointmenton October23rdsetApplicationfor a WellsFargoBusinessTerm LoanWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessCoach each telleron completing aBusiness Surveyas you workbehind the tellerlinePayrollReferral andappointmentset onOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 10Online Bankingsolutionsbefore October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thBook 5Business BillPay solutionsbeforeOctober 23rdHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsTake a selfiewith a smallbusinessowner onOctober 23rdMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelBusinessCredit CardApplicationon October23rdBusinessBankingReferralAll businessProspectorLeads workedbeforeOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayInvite 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. Tour a local business / complete a BNA on October 23rd onsite
  2. Show Mark your Business Action Plan prior to October 23rd
  3. Host a Payroll Services focus in your branch and hand out 10 of the Intelligent Approach to Payroll marketing flyers before October 23rd
  4. Equipment Express Loan Application
  5. Merchant Referal and apptointment on October23rd set
  6. Application for a Wells Fargo Business Term Loan
  7. Watch all 5 Small Business Mastery videos with your manager before October 23rd
  8. Introduce 3 existing customers to Wells Fargo Works for Small Business
  9. Coach each teller on completing a Business Survey as you work behind the teller line
  10. Payroll Referral and appointment set on October 23rd
  11. Conduct a Business Huddle and play Small Business Trivia with the entire team
  12. Book 10 Online Banking solutions before October 23rd
  13. Conduct a Business Huddle and share all Q4 promo marketing materials before October 7th
  14. Book 5 Business Bill Pay solutions before October 23rd
  15. Have your manager complete an observation of a WF Business Insurance conversation with the Insuring Your Business marketing materials
  16. Take a selfie with a small business owner on October 23rd
  17. Meet with a Friends & Family business referral from a team member in your branch
  18. On October 23rd visit to a business that previously completed a Business Survey with a teller
  19. During 3 different huddles, use the Small Business Community Outreach Wheel
  20. Business Credit Card Application on October 23rd
  21. Business Banking Referral
  22. All business Prospector Leads worked before October 23rd
  23. 5 Business DDA Appointments Set on the same day
  24. Invite 15 prospects to an appt before 10/31/14