Plan arandom actof kindness-send to KristiHuddleQuizWinnerNew SBAccountSB CCSubmittedNewbusiness leadthat bankswith M&T orFCCBFind awomanownedbusinessprospectCollect abusinesscard froma customerMake a newCOI w/referral fornew productExpressdepositopportunityfor churchOn lunch ordrive sendKristi aprospectivebusiness nameBusinessEnlightenRole Play w/Kristi, Danielleor Amber2 yranniversarycalls that leadsto review apptwith KristiAttendcommunityevent-Volunteer/MixerSBRMOpportunitySchedule appt tovisit acurrent/prospectivebusiness customerNewSBaccountNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.1ExpressReferralTreasuryManagmentReferralShare 2thingslearned fromweekly focusfactsNew SBAccountResearch1 businessindustry onVertical IQService to sale forSB customer- ie.accounts/ref./loans5 businesstaglines-track insalesforcewith notesPlan arandom actof kindness-send to KristiHuddleQuizWinnerNew SBAccountSB CCSubmittedNewbusiness leadthat bankswith M&T orFCCBFind awomanownedbusinessprospectCollect abusinesscard froma customerMake a newCOI w/referral fornew productExpressdepositopportunityfor churchOn lunch ordrive sendKristi aprospectivebusiness nameBusinessEnlightenRole Play w/Kristi, Danielleor Amber2 yranniversarycalls that leadsto review apptwith KristiAttendcommunityevent-Volunteer/MixerSBRMOpportunitySchedule appt tovisit acurrent/prospectivebusiness customerNewSBaccountNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.1ExpressReferralTreasuryManagmentReferralShare 2thingslearned fromweekly focusfactsNew SBAccountResearch1 businessindustry onVertical IQService to sale forSB customer- ie.accounts/ref./loans5 businesstaglines-track insalesforcewith notes

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.


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