BusinessEnlightenRole Play w/Kristi, Danielleor Amber2 yranniversarycalls that leadsto review apptwith KristiSB CCSubmittedResearch1 businessindustry onVertical IQ5 businesstaglines-track insalesforcewith notesService to sale forSB customer- ie.accounts/ref./loansNew SBAccountMake a newCOI w/referral fornew productNewSBaccountTreasuryManagmentReferralShare 2thingslearned fromweekly focusfactsNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Newbusiness leadthat bankswith M&T orFCCBSBRMOpportunityNew SBAccountSchedule appt tovisit acurrent/prospectivebusiness customerOn lunch ordrive sendKristi aprospectivebusiness nameFind awomanownedbusinessprospectCollect abusinesscard froma customerPlan arandom actof kindness-send to Kristi1ExpressReferralHuddleQuizWinnerExpressdepositopportunityfor churchAttendcommunityevent-Volunteer/MixerBusinessEnlightenRole Play w/Kristi, Danielleor Amber2 yranniversarycalls that leadsto review apptwith KristiSB CCSubmittedResearch1 businessindustry onVertical IQ5 businesstaglines-track insalesforcewith notesService to sale forSB customer- ie.accounts/ref./loansNew SBAccountMake a newCOI w/referral fornew productNewSBaccountTreasuryManagmentReferralShare 2thingslearned fromweekly focusfactsNew SB accountfrom personalconnection, i.e.Facebook,hairdresser, ect.Newbusiness leadthat bankswith M&T orFCCBSBRMOpportunityNew SBAccountSchedule appt tovisit acurrent/prospectivebusiness customerOn lunch ordrive sendKristi aprospectivebusiness nameFind awomanownedbusinessprospectCollect abusinesscard froma customerPlan arandom actof kindness-send to Kristi1ExpressReferralHuddleQuizWinnerExpressdepositopportunityfor churchAttendcommunityevent-Volunteer/Mixer

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