During 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsBook 10Online Bankingsolutionsbefore October23rdBusinessBankingReferralMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineTake a selfiewith a smallbusinessowner onOctober 23rdEquipmentExpressLoanApplicationBook 5Business BillPay solutionsbeforeOctober 23rdWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdAll businessProspectorLeads workedbeforeOctober 23rdOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerPayrollReferral andappointmentset onOctober 23rdShow Markyour BusinessAction Planprior toOctober 23rdMerchantReferal andapptointmenton October23rdsetApplicationfor a WellsFargoBusinessTerm LoanInvite 15prospects toan apptbefore10/31/14BusinessCredit CardApplicationon October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7th5 BusinessDDAAppointmentsSet on thesame dayIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdTour a localbusiness /complete aBNA onOctober 23rdonsiteDuring 3 differenthuddles, use theSmall BusinessCommunityOutreach WheelHave your managercomplete anobservation of a WFBusiness Insuranceconversation with theInsuring YourBusiness marketingmaterialsBook 10Online Bankingsolutionsbefore October23rdBusinessBankingReferralMeet with aFriends & Familybusiness referralfrom a teammember in yourbranchCoach each telleron completing aBusiness Surveyas you workbehind the tellerlineTake a selfiewith a smallbusinessowner onOctober 23rdEquipmentExpressLoanApplicationBook 5Business BillPay solutionsbeforeOctober 23rdWatch all 5Small BusinessMastery videoswith yourmanager beforeOctober 23rdAll businessProspectorLeads workedbeforeOctober 23rdOn October 23rdvisit to a businessthat previouslycompleted aBusiness Surveywith a tellerPayrollReferral andappointmentset onOctober 23rdShow Markyour BusinessAction Planprior toOctober 23rdMerchantReferal andapptointmenton October23rdsetApplicationfor a WellsFargoBusinessTerm LoanInvite 15prospects toan apptbefore10/31/14BusinessCredit CardApplicationon October23rdConduct aBusiness Huddleand share all Q4promo marketingmaterials beforeOctober 7th5 BusinessDDAAppointmentsSet on thesame dayIntroduce 3existingcustomers toWells FargoWorks for SmallBusinessConduct aBusiness Huddleand play SmallBusiness Triviawith the entireteamHost a PayrollServices focus in yourbranch and hand out10 of the IntelligentApproach to Payrollmarketing flyersbefore October 23rdTour 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. Have your manager complete an observation of a WF Business Insurance conversation with the Insuring Your Business marketing materials
  3. Book 10 Online Banking solutions before October 23rd
  4. Business Banking Referral
  5. Meet with a Friends & Family business referral from a team member in your branch
  6. Coach each teller on completing a Business Survey as you work behind the teller line
  7. Take a selfie with a small business owner on October 23rd
  8. Equipment Express Loan Application
  9. Book 5 Business Bill Pay solutions before October 23rd
  10. Watch all 5 Small Business Mastery videos with your manager before October 23rd
  11. All business Prospector Leads worked before October 23rd
  12. On October 23rd visit to a business that previously completed a Business Survey with a teller
  13. Payroll Referral and appointment set on October 23rd
  14. Show Mark your Business Action Plan prior to October 23rd
  15. Merchant Referal and apptointment on October23rd set
  16. Application for a Wells Fargo Business Term Loan
  17. Invite 15 prospects to an appt before 10/31/14
  18. Business Credit Card Application on October 23rd
  19. Conduct a Business Huddle and share all Q4 promo marketing materials before October 7th
  20. 5 Business DDA Appointments Set on the same day
  21. Introduce 3 existing customers to Wells Fargo Works for Small Business
  22. Conduct a Business Huddle and play Small Business Trivia with the entire team
  23. Host a Payroll Services focus in your branch and hand out 10 of the Intelligent Approach to Payroll marketing flyers before October 23rd
  24. Tour a local business / complete a BNA on October 23rd onsite