SBRMOpportunityPlan arandom actof kindness-send to KristiCollect abusinesscard froma customerExpressdepositopportunityfor churchNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Schedule appt tovisit acurrent/prospectivebusiness customerSB CCSubmittedMake a newCOI w/referral fornew productResearch1 businessindustry onVertical IQNew SBAccount2 yranniversarycalls that leadsto review apptwith KristiOn lunch ordrive sendKristi aprospectivebusiness nameBusinessEnlightenRole Play w/Kristi, Danielleor AmberService to sale forSB customer- ie.accounts/ref./loans1ExpressReferralShare 2thingslearned fromweekly focusfactsTreasuryManagmentReferralHuddleQuizWinner5 businesstaglines-track insalesforcewith notesNewbusiness leadthat bankswith M&T orFCCBFind awomanownedbusinessprospectAttendcommunityevent-Volunteer/MixerNew SBAccountNewSBaccountSBRMOpportunityPlan arandom actof kindness-send to KristiCollect abusinesscard froma customerExpressdepositopportunityfor churchNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Schedule appt tovisit acurrent/prospectivebusiness customerSB CCSubmittedMake a newCOI w/referral fornew productResearch1 businessindustry onVertical IQNew SBAccount2 yranniversarycalls that leadsto review apptwith KristiOn lunch ordrive sendKristi aprospectivebusiness nameBusinessEnlightenRole Play w/Kristi, Danielleor AmberService to sale forSB customer- ie.accounts/ref./loans1ExpressReferralShare 2thingslearned fromweekly focusfactsTreasuryManagmentReferralHuddleQuizWinner5 businesstaglines-track insalesforcewith notesNewbusiness leadthat bankswith M&T orFCCBFind awomanownedbusinessprospectAttendcommunityevent-Volunteer/MixerNew SBAccountNewSBaccount

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