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