Meet with aFriends & Familybusiness referralfrom a teammember in yourbranchEquipmentExpressLoanApplicationApplicationfor a WellsFargoBusinessTerm LoanOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerBusinessCredit CardApplicationon October23rdTour a localbusiness /complete aBNA onOctober 23rdonsite5 BusinessDDAAppointmentsSet on thesame dayBusinessBankingReferralIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineInvite 15prospects toan apptbefore10/31/14Show Markyour BusinessAction Planprior toOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelAll businessProspectorLeads workedbeforeOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 10Online Bankingsolutionsbefore October23rdPayrollReferral andappointmentset onOctober 23rdMerchantReferal andapptointmenton October23rdsetBook 5Business BillPay solutionsbeforeOctober 23rdTake a selfiewith a smallbusinessowner onOctober 23rdHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchEquipmentExpressLoanApplicationApplicationfor a WellsFargoBusinessTerm LoanOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerBusinessCredit CardApplicationon October23rdTour a localbusiness /complete aBNA onOctober 23rdonsite5 BusinessDDAAppointmentsSet on thesame dayBusinessBankingReferralIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineInvite 15prospects toan apptbefore10/31/14Show Markyour BusinessAction Planprior toOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelAll businessProspectorLeads workedbeforeOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 10Online Bankingsolutionsbefore October23rdPayrollReferral andappointmentset onOctober 23rdMerchantReferal andapptointmenton October23rdsetBook 5Business BillPay solutionsbeforeOctober 23rdTake a selfiewith a smallbusinessowner onOctober 23rdHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rd

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