Get a YESto open aMoneyMarketSayhappy tohelp (10x)Get a YES torefinancingan Auto LoanMentionmembersname 3timesAVOIDFRAUD Helpa memberblock a cardInform indirectmembers of 4free optionswith payments(5x)Get aYES to aVITSreferralHelp 2members getset up withOnlineBankingGet a YESto aPersonalLoan referralGet a YES toa Visareferral orupgrade torewardsThankmemberfor theirpatienceUse“unfortunately”instead of “likeI said”Get a YESto a QuickDrawreferralReached5referralsRepeat stepswhen makinga transfer(15x)Get a YESto an AutoInsuranceQuoteAsk if theywould likea receipt(15x)Thankmember forcalling at theEND of thecall (10x)Createconversationwith memberduring silence(10x)Get a YESto a HomeEquityreferralGet a YESto a HealthInsurancereferralCustomizemember’stransactiondescriptions(10x)Tell member itwas aPLEASUREto speak tothem todayASK toplacethem on ahold (3x)Get a YESto open aMoneyMarketSayhappy tohelp (10x)Get a YES torefinancingan Auto LoanMentionmembersname 3timesAVOIDFRAUD Helpa memberblock a cardInform indirectmembers of 4free optionswith payments(5x)Get aYES to aVITSreferralHelp 2members getset up withOnlineBankingGet a YESto aPersonalLoan referralGet a YES toa Visareferral orupgrade torewardsThankmemberfor theirpatienceUse“unfortunately”instead of “likeI said”Get a YESto a QuickDrawreferralReached5referralsRepeat stepswhen makinga transfer(15x)Get a YESto an AutoInsuranceQuoteAsk if theywould likea receipt(15x)Thankmember forcalling at theEND of thecall (10x)Createconversationwith memberduring silence(10x)Get a YESto a HomeEquityreferralGet a YESto a HealthInsurancereferralCustomizemember’stransactiondescriptions(10x)Tell member itwas aPLEASUREto speak tothem todayASK toplacethem on ahold (3x)

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