HuddleQuizWinnerMake a newCOI w/referral fornew productOn lunch ordrive sendKristi aprospectivebusiness nameFind awomanownedbusinessprospectNew SBAccountExpressdepositopportunityfor churchCollect abusinesscard froma customerSchedule appt tovisit acurrent/prospectivebusiness customerSB CCSubmittedSBRMOpportunityNewbusiness leadthat bankswith M&T orFCCBNew SBAccountShare 2thingslearned fromweekly focusfactsResearch1 businessindustry onVertical IQ5 businesstaglines-track insalesforcewith notesAttendcommunityevent-Volunteer/MixerNewSBaccountPlan arandom actof kindness-send to KristiTreasuryManagmentReferralService to sale forSB customer- ie.accounts/ref./loansBusinessEnlightenRole Play w/Kristi, Danielleor Amber1ExpressReferral2 yranniversarycalls that leadsto review apptwith KristiNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.HuddleQuizWinnerMake a newCOI w/referral fornew productOn lunch ordrive sendKristi aprospectivebusiness nameFind awomanownedbusinessprospectNew SBAccountExpressdepositopportunityfor churchCollect abusinesscard froma customerSchedule appt tovisit acurrent/prospectivebusiness customerSB CCSubmittedSBRMOpportunityNewbusiness leadthat bankswith M&T orFCCBNew SBAccountShare 2thingslearned fromweekly focusfactsResearch1 businessindustry onVertical IQ5 businesstaglines-track insalesforcewith notesAttendcommunityevent-Volunteer/MixerNewSBaccountPlan arandom actof kindness-send to KristiTreasuryManagmentReferralService to sale forSB customer- ie.accounts/ref./loansBusinessEnlightenRole Play w/Kristi, Danielleor Amber1ExpressReferral2 yranniversarycalls that leadsto review apptwith KristiNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.

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