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