(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.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
I-Walk a p/p through a transaction online instead of submitting it for them
O-Use a p/p's name 5 times during the call (ie. Mr. Smith)
O-Associate Approved 2 Factor Removal
N-Ask the p/p if they are familiar with their online account
B-Read the UPS Disclaimer to the p/p
B-"It looks like you called in recently, can you give me a summary of what you talked about with the previous associate?"
O-Plug a specific tool/calculator on the OLA
Taking out a loan or dist doesn't count
B-Tell a p/p that they don't have a beneficiary set up yet; Digital Solution to set it up
G-Value Statement: tell the p/p that you specialize in that type of request
G-Tell the p/p that they can chat or callback in the future
G-Set up a p/p with a new online account
N-"Can you tell me a little more about your situation so I can understand what options you have available?"
G-Encourage a p/p to go online to set up 2 Factor
I-Password Reset: ask a p/p what they were looking to do online
O-Spanish Transfer
I-Online Distribution
*p/p must be eligible
N-Help a p/p with a Rollover-In on the online account
I-p/p lives in Maryland
B-Transfer $100k Term to Client Development
B-Tell the p/p they can get their FedEx tracking number on their online account
N-For Online Dist Enabled:
Tell the p/p they can sign up to get an email sent to them for their term date
G-"I noticed that you're not contributing enough to get your full co. match. Did you want to up your contributions?"
O-Mention the Confidence Number on the online account
