On October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thApplicationfor a WellsFargoBusinessTerm LoanTake a selfiewith a smallbusinessowner onOctober 23rdMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchBook 5Business BillPay solutionsbeforeOctober 23rdBusinessBankingReferralConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamAll businessProspectorLeads workedbeforeOctober 23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessMerchantReferal andapptointmenton October23rdsetBook 10Online Bankingsolutionsbefore October23rdPayrollReferral andappointmentset onOctober 23rdDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelEquipmentExpressLoanApplicationInvite 15prospects toan apptbefore10/31/14Have your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineTour a localbusiness /complete aBNA onOctober 23rdonsiteWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdBusinessCredit CardApplicationon October23rdShow Markyour BusinessAction Planprior toOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thApplicationfor a WellsFargoBusinessTerm LoanTake a selfiewith a smallbusinessowner onOctober 23rdMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchBook 5Business BillPay solutionsbeforeOctober 23rdBusinessBankingReferralConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamAll businessProspectorLeads workedbeforeOctober 23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessMerchantReferal andapptointmenton October23rdsetBook 10Online Bankingsolutionsbefore October23rdPayrollReferral andappointmentset onOctober 23rdDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelEquipmentExpressLoanApplicationInvite 15prospects toan apptbefore10/31/14Have your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineTour a localbusiness /complete aBNA onOctober 23rdonsiteWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdBusinessCredit CardApplicationon October23rdShow Markyour BusinessAction Planprior toOctober 23rd5 BusinessDDAAppointmentsSet on thesame day

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