Open a CD longer than 12mos Submit for Merchant Services What is your emergency plan for the business? How do you process payments? Does the business have a plan for off season? Do you have a 401K? Talk about ACH services Have you had any major life events? Schedule a HELOC meeting Do you Rent or Own? Identify a potential Private Banking Client Do you bank anywhere else? Talk about Express Deposit Identify a new business from a business deposit Open a new Business HH Ask if a business has a BLOC Schedule a Financial Review Speak on Business lending needs Refer a Friend How long have you had your current mtg? What does you business do? What is your Retirement Plan? Who makes the decisions for the Business What is your Emergency plan? Open a CD longer than 12mos Submit for Merchant Services What is your emergency plan for the business? How do you process payments? Does the business have a plan for off season? Do you have a 401K? Talk about ACH services Have you had any major life events? Schedule a HELOC meeting Do you Rent or Own? Identify a potential Private Banking Client Do you bank anywhere else? Talk about Express Deposit Identify a new business from a business deposit Open a new Business HH Ask if a business has a BLOC Schedule a Financial Review Speak on Business lending needs Refer a Friend How long have you had your current mtg? What does you business do? What is your Retirement Plan? Who makes the decisions for the Business What is your Emergency plan?
(Print) Use this randomly generated list as your call list when playing the game. 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.
G-Open a CD longer than 12mos
I-Submit for Merchant Services
O-What is your emergency plan for the business?
N-How do you process payments?
G-Does the business have a plan for off season?
B-Do you have a 401K?
I- Talk about ACH services
B-Have you had any major life events?
O-Schedule a HELOC meeting
I-Do you Rent or Own?
N-Identify a potential Private Banking Client
G-Do you bank anywhere else?
B-Talk about Express Deposit
G-Identify a new business from a business deposit
N-Open a new Business HH
B-Ask if a business has a BLOC
B-Schedule a Financial Review
O-Speak on Business lending needs
O-Refer a Friend
I-How long have you had your current mtg?
G-What does you business do?
N-What is your Retirement Plan?
I-Who makes the decisions for the Business
O-What is your Emergency plan?