Get a YESto a HomeEquityreferralGet a YESto a HealthInsurancereferralMentionmembersname 3timesHelp 2members getset up withOnlineBankingGet a YESto a QuickDrawreferralGet a YESto an AutoInsuranceQuoteInform indirectmembers of 4free optionswith payments(5x)Createconversationwith memberduring silence(10x)Customizemember’stransactiondescriptions(10x)Tell member itwas aPLEASUREto speak tothem todayGet aYES to aVITSreferralRepeat stepswhen makinga transfer(15x)Sayhappy tohelp (10x)Ask if theywould likea receipt(15x)Get a YES torefinancingan Auto LoanThankmemberfor theirpatienceGet a YES toa Visareferral orupgrade torewardsGet a YESto open aMoneyMarketAVOIDFRAUD Helpa memberblock a cardThankmember forcalling at theEND of thecall (10x)Use“unfortunately”instead of “likeI said”ASK toplacethem on ahold (3x)Get a YESto aPersonalLoan referralReached5referralsGet a YESto a HomeEquityreferralGet a YESto a HealthInsurancereferralMentionmembersname 3timesHelp 2members getset up withOnlineBankingGet a YESto a QuickDrawreferralGet a YESto an AutoInsuranceQuoteInform indirectmembers of 4free optionswith payments(5x)Createconversationwith memberduring silence(10x)Customizemember’stransactiondescriptions(10x)Tell member itwas aPLEASUREto speak tothem todayGet aYES to aVITSreferralRepeat stepswhen makinga transfer(15x)Sayhappy tohelp (10x)Ask if theywould likea receipt(15x)Get a YES torefinancingan Auto LoanThankmemberfor theirpatienceGet a YES toa Visareferral orupgrade torewardsGet a YESto open aMoneyMarketAVOIDFRAUD Helpa memberblock a cardThankmember forcalling at theEND of thecall (10x)Use“unfortunately”instead of “likeI said”ASK toplacethem on ahold (3x)Get a YESto aPersonalLoan referralReached5referrals

Courtesy Words & Referrals - Call List

(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
G
2
N
3
O
4
O
5
B
6
G
7
N
8
B
9
B
10
B
11
G
12
G
13
N
14
I
15
I
16
I
17
O
18
N
19
I
20
O
21
N
22
I
23
B
24
G
  1. G-Get a YES to a Home Equity referral
  2. N-Get a YES to a Health Insurance referral
  3. O-Mention members name 3 times
  4. O-Help 2 members get set up with Online Banking
  5. B-Get a YES to a Quick Draw referral
  6. G-Get a YES to an Auto Insurance Quote
  7. N-Inform indirect members of 4 free options with payments (5x)
  8. B-Create conversation with member during silence (10x)
  9. B-Customize member’s transaction descriptions (10x)
  10. B-Tell member it was a PLEASURE to speak to them today
  11. G-Get a YES to a VITS referral
  12. G-Repeat steps when making a transfer (15x)
  13. N-Say happy to help (10x)
  14. I-Ask if they would like a receipt (15x)
  15. I-Get a YES to refinancing an Auto Loan
  16. I-Thank member for their patience
  17. O-Get a YES to a Visa referral or upgrade to rewards
  18. N-Get a YES to open a Money Market
  19. I-AVOID FRAUD Help a member block a card
  20. O-Thank member for calling at the END of the call (10x)
  21. N-Use “unfortunately” instead of “like I said”
  22. I-ASK to place them on a hold (3x)
  23. B-Get a YES to a Personal Loan referral
  24. G-Reached 5 referrals