New SBAccountService to sale forSB customer- ie.accounts/ref./loansBusinessEnlightenRole Play w/Kristi, Danielleor AmberFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBExpressdepositopportunityfor churchSBRMOpportunityCollect abusinesscard froma customerMake a newCOI w/referral fornew productOn lunch ordrive sendKristi aprospectivebusiness nameNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Plan arandom actof kindness-send to Kristi2 yranniversarycalls that leadsto review apptwith Kristi5 businesstaglines-track insalesforcewith notesSB CCSubmittedHuddleQuizWinnerTreasuryManagmentReferralNew SBAccountNewSBaccount1ExpressReferralAttendcommunityevent-Volunteer/MixerShare 2thingslearned fromweekly focusfactsSchedule appt tovisit acurrent/prospectivebusiness customerResearch1 businessindustry onVertical IQNew SBAccountService to sale forSB customer- ie.accounts/ref./loansBusinessEnlightenRole Play w/Kristi, Danielleor AmberFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBExpressdepositopportunityfor churchSBRMOpportunityCollect abusinesscard froma customerMake a newCOI w/referral fornew productOn lunch ordrive sendKristi aprospectivebusiness nameNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Plan arandom actof kindness-send to Kristi2 yranniversarycalls that leadsto review apptwith Kristi5 businesstaglines-track insalesforcewith notesSB CCSubmittedHuddleQuizWinnerTreasuryManagmentReferralNew SBAccountNewSBaccount1ExpressReferralAttendcommunityevent-Volunteer/MixerShare 2thingslearned fromweekly focusfactsSchedule appt tovisit acurrent/prospectivebusiness customerResearch1 businessindustry onVertical IQ

Small Biz 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. New SB Account
  2. Service to sale for SB customer- ie. accounts/ref./loans
  3. Business Enlighten Role Play w/ Kristi, Danielle or Amber
  4. Find a woman owned business prospect
  5. New business lead that banks with M&T or FCCB
  6. Express deposit opportunity for church
  7. SBRM Opportunity
  8. Collect a business card from a customer
  9. Make a new COI w/ referral for new product
  10. On lunch or drive send Kristi a prospective business name
  11. New SB account from personal connection, i.e. Facebook, hairdresser, ect.
  12. Plan a random act of kindness-send to Kristi
  13. 2 yr anniversary calls that leads to review appt with Kristi
  14. 5 business taglines-track in salesforce with notes
  15. SB CC Submitted
  16. Huddle Quiz Winner
  17. Treasury Managment Referral
  18. New SB Account
  19. New SB account
  20. 1 Express Referral
  21. Attend community event- Volunteer/Mixer
  22. Share 2 things learned from weekly focus facts
  23. Schedule appt to visit a current/prospective business customer
  24. Research 1 business industry on Vertical IQ