EquipmentExpressLoanApplicationPayrollReferral andappointmentset onOctober 23rdBook 10Online Bankingsolutionsbefore October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineInvite 15prospects toan apptbefore10/31/14Applicationfor a WellsFargoBusinessTerm Loan5 BusinessDDAAppointmentsSet on thesame dayBusinessCredit CardApplicationon October23rdShow Markyour BusinessAction Planprior toOctober 23rdBook 5Business BillPay solutionsbeforeOctober 23rdTour a localbusiness /complete aBNA onOctober 23rdonsiteMerchantReferal andapptointmenton October23rdsetHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamTake a selfiewith a smallbusinessowner onOctober 23rdBusinessBankingReferralAll businessProspectorLeads workedbeforeOctober 23rdWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdEquipmentExpressLoanApplicationPayrollReferral andappointmentset onOctober 23rdBook 10Online Bankingsolutionsbefore October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7thOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineInvite 15prospects toan apptbefore10/31/14Applicationfor a WellsFargoBusinessTerm Loan5 BusinessDDAAppointmentsSet on thesame dayBusinessCredit CardApplicationon October23rdShow Markyour BusinessAction Planprior toOctober 23rdBook 5Business BillPay solutionsbeforeOctober 23rdTour a localbusiness /complete aBNA onOctober 23rdonsiteMerchantReferal andapptointmenton October23rdsetHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamTake a selfiewith a smallbusinessowner onOctober 23rdBusinessBankingReferralAll businessProspectorLeads workedbeforeOctober 23rdWatch 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. Equipment Express Loan Application
  2. Payroll Referral and appointment set on October 23rd
  3. Book 10 Online Banking solutions before October 23rd
  4. Conduct a Business Huddle and share all Q4 promo marketing materials before October 7th
  5. On October 23rd visit to a business that previously completed a Business Survey with a teller
  6. Introduce 3 existing customers to Wells Fargo Works for Small Business
  7. Meet with a Friends & Family business referral from a team member in your branch
  8. Host a Payroll Services focus in your branch and hand out 10 of the Intelligent Approach to Payroll marketing flyers before October 23rd
  9. During 3 different huddles, use the Small Business Community Outreach Wheel
  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. Application for a Wells Fargo Business Term Loan
  13. 5 Business DDA Appointments Set on the same day
  14. Business Credit Card Application on October 23rd
  15. Show Mark your Business Action Plan prior to October 23rd
  16. Book 5 Business Bill Pay solutions before October 23rd
  17. Tour a local business / complete a BNA on October 23rd onsite
  18. Merchant Referal and apptointment on October23rd set
  19. Have your manager complete an observation of a WF Business Insurance conversation with the Insuring Your Business marketing materials
  20. Conduct a Business Huddle and play Small Business Trivia with the entire team
  21. Take a selfie with a small business owner on October 23rd
  22. Business Banking Referral
  23. All business Prospector Leads worked before October 23rd
  24. Watch all 5 Small Business Mastery videos with your manager before October 23rd