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