BusinessEnlightenRole Play w/Kristi, Danielleor AmberExpressdepositopportunityfor churchPlan arandom actof kindness-send to KristiSB CCSubmittedCollect abusinesscard froma customerSchedule appt tovisit acurrent/prospectivebusiness customerHuddleQuizWinnerResearch1 businessindustry onVertical IQOn lunch ordrive sendKristi aprospectivebusiness nameAttendcommunityevent-Volunteer/MixerFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.SBRMOpportunityNewSBaccountMake a newCOI w/referral fornew product5 businesstaglines-track insalesforcewith notesTreasuryManagmentReferral2 yranniversarycalls that leadsto review apptwith KristiNew SBAccountService to sale forSB customer- ie.accounts/ref./loansShare 2thingslearned fromweekly focusfactsNew SBAccount1ExpressReferralBusinessEnlightenRole Play w/Kristi, Danielleor AmberExpressdepositopportunityfor churchPlan arandom actof kindness-send to KristiSB CCSubmittedCollect abusinesscard froma customerSchedule appt tovisit acurrent/prospectivebusiness customerHuddleQuizWinnerResearch1 businessindustry onVertical IQOn lunch ordrive sendKristi aprospectivebusiness nameAttendcommunityevent-Volunteer/MixerFind awomanownedbusinessprospectNewbusiness leadthat bankswith M&T orFCCBNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.SBRMOpportunityNewSBaccountMake a newCOI w/referral fornew product5 businesstaglines-track insalesforcewith notesTreasuryManagmentReferral2 yranniversarycalls that leadsto review apptwith KristiNew SBAccountService to sale forSB customer- ie.accounts/ref./loansShare 2thingslearned fromweekly focusfactsNew SBAccount1ExpressReferral

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