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