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