SB CCSubmittedSchedule appt tovisit acurrent/prospectivebusiness customerNew SBAccountBusinessEnlightenRole Play w/Kristi, Danielleor AmberCollect abusinesscard froma customerHuddleQuizWinnerOn lunch ordrive sendKristi aprospectivebusiness nameNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Newbusiness leadthat bankswith M&T orFCCBTreasuryManagmentReferral5 businesstaglines-track insalesforcewith notesAttendcommunityevent-Volunteer/MixerNew SBAccountMake a newCOI w/referral fornew productService to sale forSB customer- ie.accounts/ref./loansShare 2thingslearned fromweekly focusfacts2 yranniversarycalls that leadsto review apptwith KristiFind awomanownedbusinessprospect1ExpressReferralPlan arandom actof kindness-send to KristiNewSBaccountSBRMOpportunityExpressdepositopportunityfor churchResearch1 businessindustry onVertical IQSB CCSubmittedSchedule appt tovisit acurrent/prospectivebusiness customerNew SBAccountBusinessEnlightenRole Play w/Kristi, Danielleor AmberCollect abusinesscard froma customerHuddleQuizWinnerOn lunch ordrive sendKristi aprospectivebusiness nameNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Newbusiness leadthat bankswith M&T orFCCBTreasuryManagmentReferral5 businesstaglines-track insalesforcewith notesAttendcommunityevent-Volunteer/MixerNew SBAccountMake a newCOI w/referral fornew productService to sale forSB customer- ie.accounts/ref./loansShare 2thingslearned fromweekly focusfacts2 yranniversarycalls that leadsto review apptwith KristiFind awomanownedbusinessprospect1ExpressReferralPlan arandom actof kindness-send to KristiNewSBaccountSBRMOpportunityExpressdepositopportunityfor churchResearch1 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. SB CC Submitted
  2. Schedule appt to visit a current/prospective business customer
  3. New SB Account
  4. Business Enlighten Role Play w/ Kristi, Danielle or Amber
  5. Collect a business card from a customer
  6. Huddle Quiz Winner
  7. On lunch or drive send Kristi a prospective business name
  8. New SB account from personal connection, i.e. Facebook, hairdresser, ect.
  9. New business lead that banks with M&T or FCCB
  10. Treasury Managment Referral
  11. 5 business taglines-track in salesforce with notes
  12. Attend community event- Volunteer/Mixer
  13. New SB Account
  14. Make a new COI w/ referral for new product
  15. Service to sale for SB customer- ie. accounts/ref./loans
  16. Share 2 things learned from weekly focus facts
  17. 2 yr anniversary calls that leads to review appt with Kristi
  18. Find a woman owned business prospect
  19. 1 Express Referral
  20. Plan a random act of kindness-send to Kristi
  21. New SB account
  22. SBRM Opportunity
  23. Express deposit opportunity for church
  24. Research 1 business industry on Vertical IQ