During 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelEquipmentExpressLoanApplicationShow Markyour BusinessAction Planprior toOctober 23rdCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineAll businessProspectorLeads workedbeforeOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdMerchantReferal andapptointmenton October23rdsetBusinessCredit CardApplicationon October23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thInvite 15prospects toan apptbefore10/31/14On October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerApplicationfor a WellsFargoBusinessTerm LoanHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterials5 BusinessDDAAppointmentsSet on thesame dayWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdPayrollReferral andappointmentset onOctober 23rdBook 10Online Bankingsolutionsbefore October23rdTake a selfiewith a smallbusinessowner onOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 5Business BillPay solutionsbeforeOctober 23rdBusinessBankingReferralMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchTour a localbusiness /complete aBNA onOctober 23rdonsiteDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelEquipmentExpressLoanApplicationShow Markyour BusinessAction Planprior toOctober 23rdCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineAll businessProspectorLeads workedbeforeOctober 23rdHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdMerchantReferal andapptointmenton October23rdsetBusinessCredit CardApplicationon October23rdIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thInvite 15prospects toan apptbefore10/31/14On October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerApplicationfor a WellsFargoBusinessTerm LoanHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterials5 BusinessDDAAppointmentsSet on thesame dayWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdPayrollReferral andappointmentset onOctober 23rdBook 10Online Bankingsolutionsbefore October23rdTake a selfiewith a smallbusinessowner onOctober 23rdConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamBook 5Business BillPay solutionsbeforeOctober 23rdBusinessBankingReferralMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchTour a localbusiness /complete aBNA onOctober 23rdonsite

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