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