Conduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thBusinessBankingReferralIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessShow Markyour BusinessAction Planprior toOctober 23rdBusinessCredit CardApplicationon October23rdMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsTour a localbusiness /complete aBNA onOctober 23rdonsiteEquipmentExpressLoanApplicationHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineInvite 15prospects toan apptbefore10/31/14Conduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 5Business BillPay solutionsbeforeOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerBook 10Online Bankingsolutionsbefore October23rdApplicationfor a WellsFargoBusinessTerm LoanTake a selfiewith a smallbusinessowner onOctober 23rdMerchantReferal andapptointmenton October23rdsetWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdAll businessProspectorLeads workedbeforeOctober 23rdPayrollReferral andappointmentset onOctober 23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thBusinessBankingReferralIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessShow Markyour BusinessAction Planprior toOctober 23rdBusinessCredit CardApplicationon October23rdMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsTour a localbusiness /complete aBNA onOctober 23rdonsiteEquipmentExpressLoanApplicationHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineInvite 15prospects toan apptbefore10/31/14Conduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 5Business BillPay solutionsbeforeOctober 23rd5 BusinessDDAAppointmentsSet on thesame dayOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerBook 10Online Bankingsolutionsbefore October23rdApplicationfor a WellsFargoBusinessTerm LoanTake a selfiewith a smallbusinessowner onOctober 23rdMerchantReferal andapptointmenton October23rdsetWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdAll businessProspectorLeads workedbeforeOctober 23rdPayrollReferral andappointmentset onOctober 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Conduct a Business Huddle and share all Q4 promo marketing materials before October 7th
  2. Business Banking Referral
  3. Introduce 3 existing customers to Wells Fargo Works for Small Business
  4. Show Mark your Business Action Plan prior to October 23rd
  5. Business Credit Card Application on October 23rd
  6. Meet with a Friends & Family business referral from a team member in your branch
  7. During 3 different huddles, use the Small Business Community Outreach Wheel
  8. Have your manager complete an observation of a WF Business Insurance conversation with the Insuring Your Business marketing materials
  9. Tour a local business / complete a BNA on October 23rd onsite
  10. Equipment Express Loan Application
  11. Host a Payroll Services focus in your branch and hand out 10 of the Intelligent Approach to Payroll marketing flyers before October 23rd
  12. Coach each teller on completing a Business Survey as you work behind the teller line
  13. Invite 15 prospects to an appt before 10/31/14
  14. Conduct a Business Huddle and play Small Business Trivia with the entire team
  15. Book 5 Business Bill Pay solutions before October 23rd
  16. 5 Business DDA Appointments Set on the same day
  17. On October 23rd visit to a business that previously completed a Business Survey with a teller
  18. Book 10 Online Banking solutions before October 23rd
  19. Application for a Wells Fargo Business Term Loan
  20. Take a selfie with a small business owner on October 23rd
  21. Merchant Referal and apptointment on October23rd set
  22. Watch all 5 Small Business Mastery videos with your manager before October 23rd
  23. All business Prospector Leads worked before October 23rd
  24. Payroll Referral and appointment set on October 23rd