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