Get a YES torefinancingan Auto LoanGet a YESto aPersonalLoan referralGet a YESto a QuickDrawreferralGet aYES to aVITSreferralThankmember forcalling at theEND of thecall (10x)Get a YES toa Visareferral orupgrade torewardsTell member itwas aPLEASUREto speak tothem todayCreateconversationwith memberduring silence(10x)Customizemember’stransactiondescriptions(10x)Get a YESto an AutoInsuranceQuoteGet a YESto a HealthInsurancereferralInform indirectmembers of 4free optionswith payments(5x)ASK toplacethem on ahold (3x)Mentionmembersname 3timesThankmemberfor theirpatienceReached5referralsSayhappy tohelp (10x)AVOIDFRAUD Helpa memberblock a cardAsk if theywould likea receipt(15x)Get a YESto a HomeEquityreferralHelp 2members getset up withOnlineBankingGet a YESto open aMoneyMarketUse“unfortunately”instead of “likeI said”Repeat stepswhen makinga transfer(15x)Get a YES torefinancingan Auto LoanGet a YESto aPersonalLoan referralGet a YESto a QuickDrawreferralGet aYES to aVITSreferralThankmember forcalling at theEND of thecall (10x)Get a YES toa Visareferral orupgrade torewardsTell member itwas aPLEASUREto speak tothem todayCreateconversationwith memberduring silence(10x)Customizemember’stransactiondescriptions(10x)Get a YESto an AutoInsuranceQuoteGet a YESto a HealthInsurancereferralInform indirectmembers of 4free optionswith payments(5x)ASK toplacethem on ahold (3x)Mentionmembersname 3timesThankmemberfor theirpatienceReached5referralsSayhappy tohelp (10x)AVOIDFRAUD Helpa memberblock a cardAsk if theywould likea receipt(15x)Get a YESto a HomeEquityreferralHelp 2members getset up withOnlineBankingGet a YESto open aMoneyMarketUse“unfortunately”instead of “likeI said”Repeat stepswhen makinga transfer(15x)

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