1ExpressReferralAttendcommunityevent-Volunteer/MixerPlan arandom actof kindness-send to KristiNew SBAccountSB CCSubmittedResearch1 businessindustry onVertical IQSchedule appt tovisit acurrent/prospectivebusiness customerNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Service to sale forSB customer- ie.accounts/ref./loans5 businesstaglines-track insalesforcewith notesOn lunch ordrive sendKristi aprospectivebusiness nameNew SBAccountExpressdepositopportunityfor churchBusinessEnlightenRole Play w/Kristi, Danielleor AmberHuddleQuizWinner2 yranniversarycalls that leadsto review apptwith KristiTreasuryManagmentReferralMake a newCOI w/referral fornew productFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBSBRMOpportunityNewSBaccountShare 2thingslearned fromweekly focusfactsCollect abusinesscard froma customer1ExpressReferralAttendcommunityevent-Volunteer/MixerPlan arandom actof kindness-send to KristiNew SBAccountSB CCSubmittedResearch1 businessindustry onVertical IQSchedule appt tovisit acurrent/prospectivebusiness customerNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Service to sale forSB customer- ie.accounts/ref./loans5 businesstaglines-track insalesforcewith notesOn lunch ordrive sendKristi aprospectivebusiness nameNew SBAccountExpressdepositopportunityfor churchBusinessEnlightenRole Play w/Kristi, Danielleor AmberHuddleQuizWinner2 yranniversarycalls that leadsto review apptwith KristiTreasuryManagmentReferralMake a newCOI w/referral fornew productFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBSBRMOpportunityNewSBaccountShare 2thingslearned fromweekly focusfactsCollect abusinesscard froma customer

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