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