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