Sayhappy tohelp (10x)Customizemember’stransactiondescriptions(10x)Get a YES toa Visareferral orupgrade torewardsCreateconversationwith memberduring silence(10x)Get a YESto open aMoneyMarketAsk if theywould likea receipt(15x)Get a YES torefinancingan Auto LoanReached5referralsGet a YESto a QuickDrawreferralMentionmembersname 3timesGet a YESto aPersonalLoan referralRepeat stepswhen makinga transfer(15x)Tell member itwas aPLEASUREto speak tothem todayAVOIDFRAUD Helpa memberblock a cardUse“unfortunately”instead of “likeI said”Thankmemberfor theirpatienceHelp 2members getset up withOnlineBankingGet a YESto a HealthInsurancereferralGet aYES to aVITSreferralASK toplacethem on ahold (3x)Inform indirectmembers of 4free optionswith payments(5x)Get a YESto an AutoInsuranceQuoteGet a YESto a HomeEquityreferralThankmember forcalling at theEND of thecall (10x)Sayhappy tohelp (10x)Customizemember’stransactiondescriptions(10x)Get a YES toa Visareferral orupgrade torewardsCreateconversationwith memberduring silence(10x)Get a YESto open aMoneyMarketAsk if theywould likea receipt(15x)Get a YES torefinancingan Auto LoanReached5referralsGet a YESto a QuickDrawreferralMentionmembersname 3timesGet a YESto aPersonalLoan referralRepeat stepswhen makinga transfer(15x)Tell member itwas aPLEASUREto speak tothem todayAVOIDFRAUD Helpa memberblock a cardUse“unfortunately”instead of “likeI said”Thankmemberfor theirpatienceHelp 2members getset up withOnlineBankingGet a YESto a HealthInsurancereferralGet aYES to aVITSreferralASK toplacethem on ahold (3x)Inform indirectmembers of 4free optionswith payments(5x)Get a YESto an AutoInsuranceQuoteGet a YESto a HomeEquityreferralThankmember forcalling at theEND of thecall (10x)

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