Research1 businessindustry onVertical IQAttendcommunityevent-Volunteer/MixerPlan arandom actof kindness-send to KristiNewSBaccountExpressdepositopportunityfor churchShare 2thingslearned fromweekly focusfactsTreasuryManagmentReferral2 yranniversarycalls that leadsto review apptwith Kristi1ExpressReferralBusinessEnlightenRole Play w/Kristi, Danielleor AmberSBRMOpportunityNew SBAccountNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Service to sale forSB customer- ie.accounts/ref./loansNew SBAccountOn lunch ordrive sendKristi aprospectivebusiness name5 businesstaglines-track insalesforcewith notesCollect abusinesscard froma customerFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBSchedule appt tovisit acurrent/prospectivebusiness customerMake a newCOI w/referral fornew productSB CCSubmittedHuddleQuizWinnerResearch1 businessindustry onVertical IQAttendcommunityevent-Volunteer/MixerPlan arandom actof kindness-send to KristiNewSBaccountExpressdepositopportunityfor churchShare 2thingslearned fromweekly focusfactsTreasuryManagmentReferral2 yranniversarycalls that leadsto review apptwith Kristi1ExpressReferralBusinessEnlightenRole Play w/Kristi, Danielleor AmberSBRMOpportunityNew SBAccountNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Service to sale forSB customer- ie.accounts/ref./loansNew SBAccountOn lunch ordrive sendKristi aprospectivebusiness name5 businesstaglines-track insalesforcewith notesCollect abusinesscard froma customerFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBSchedule appt tovisit acurrent/prospectivebusiness customerMake a newCOI w/referral fornew productSB CCSubmittedHuddleQuizWinner

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