Collect abusinesscard froma customer1ExpressReferralNewbusiness leadthat bankswith M&T orFCCBSBRMOpportunityMake a newCOI w/referral fornew productPlan arandom actof kindness-send to KristiExpressdepositopportunityfor churchOn lunch ordrive sendKristi aprospectivebusiness nameHuddleQuizWinnerAttendcommunityevent-Volunteer/Mixer5 businesstaglines-track insalesforcewith notesTreasuryManagmentReferralFind awomanownedbusinessprospectNew SBAccountNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.NewSBaccountSB CCSubmittedNew SBAccountService to sale forSB customer- ie.accounts/ref./loans2 yranniversarycalls that leadsto review apptwith KristiBusinessEnlightenRole Play w/Kristi, Danielleor AmberResearch1 businessindustry onVertical IQShare 2thingslearned fromweekly focusfactsSchedule appt tovisit acurrent/prospectivebusiness customerCollect abusinesscard froma customer1ExpressReferralNewbusiness leadthat bankswith M&T orFCCBSBRMOpportunityMake a newCOI w/referral fornew productPlan arandom actof kindness-send to KristiExpressdepositopportunityfor churchOn lunch ordrive sendKristi aprospectivebusiness nameHuddleQuizWinnerAttendcommunityevent-Volunteer/Mixer5 businesstaglines-track insalesforcewith notesTreasuryManagmentReferralFind awomanownedbusinessprospectNew SBAccountNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.NewSBaccountSB CCSubmittedNew SBAccountService to sale forSB customer- ie.accounts/ref./loans2 yranniversarycalls that leadsto review apptwith KristiBusinessEnlightenRole Play w/Kristi, Danielleor AmberResearch1 businessindustry onVertical IQShare 2thingslearned fromweekly focusfactsSchedule appt tovisit acurrent/prospectivebusiness 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. Collect a business card from a customer
  2. 1 Express Referral
  3. New business lead that banks with M&T or FCCB
  4. SBRM Opportunity
  5. Make a new COI w/ referral for new product
  6. Plan a random act of kindness-send to Kristi
  7. Express deposit opportunity for church
  8. On lunch or drive send Kristi a prospective business name
  9. Huddle Quiz Winner
  10. Attend community event- Volunteer/Mixer
  11. 5 business taglines-track in salesforce with notes
  12. Treasury Managment Referral
  13. Find a woman owned business prospect
  14. New SB Account
  15. New SB account from personal connection, i.e. Facebook, hairdresser, ect.
  16. New SB account
  17. SB CC Submitted
  18. New SB Account
  19. Service to sale for SB customer- ie. accounts/ref./loans
  20. 2 yr anniversary calls that leads to review appt with Kristi
  21. Business Enlighten Role Play w/ Kristi, Danielle or Amber
  22. Research 1 business industry on Vertical IQ
  23. Share 2 things learned from weekly focus facts
  24. Schedule appt to visit a current/prospective business customer