Get a YESto an AutoInsuranceQuoteGet a YESto a HealthInsurancereferralCustomizemember’stransactiondescriptions(10x)Sayhappy tohelp (10x)Reached5referralsAsk if theywould likea receipt(15x)Get a YES toa Visareferral orupgrade torewardsGet aYES to aVITSreferralTell member itwas aPLEASUREto speak tothem todayGet a YESto a QuickDrawreferralGet a YESto open aMoneyMarketUse“unfortunately”instead of “likeI said”AVOIDFRAUD Helpa memberblock a cardCreateconversationwith memberduring silence(10x)Get a YESto a HomeEquityreferralHelp 2members getset up withOnlineBankingGet a YES torefinancingan Auto LoanInform indirectmembers of 4free optionswith payments(5x)Thankmemberfor theirpatienceGet a YESto aPersonalLoan referralRepeat stepswhen makinga transfer(15x)ASK toplacethem on ahold (3x)Mentionmembersname 3timesThankmember forcalling at theEND of thecall (10x)Get a YESto an AutoInsuranceQuoteGet a YESto a HealthInsurancereferralCustomizemember’stransactiondescriptions(10x)Sayhappy tohelp (10x)Reached5referralsAsk if theywould likea receipt(15x)Get a YES toa Visareferral orupgrade torewardsGet aYES to aVITSreferralTell member itwas aPLEASUREto speak tothem todayGet a YESto a QuickDrawreferralGet a YESto open aMoneyMarketUse“unfortunately”instead of “likeI said”AVOIDFRAUD Helpa memberblock a cardCreateconversationwith memberduring silence(10x)Get a YESto a HomeEquityreferralHelp 2members getset up withOnlineBankingGet a YES torefinancingan Auto LoanInform indirectmembers of 4free optionswith payments(5x)Thankmemberfor theirpatienceGet a YESto aPersonalLoan referralRepeat stepswhen makinga transfer(15x)ASK toplacethem on ahold (3x)Mentionmembersname 3timesThankmember 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
G
2
N
3
B
4
N
5
G
6
I
7
O
8
G
9
B
10
B
11
N
12
N
13
I
14
B
15
G
16
O
17
I
18
N
19
I
20
B
21
G
22
I
23
O
24
O
  1. G-Get a YES to an Auto Insurance Quote
  2. N-Get a YES to a Health Insurance referral
  3. B-Customize member’s transaction descriptions (10x)
  4. N-Say happy to help (10x)
  5. G-Reached 5 referrals
  6. I-Ask if they would like a receipt (15x)
  7. O-Get a YES to a Visa referral or upgrade to rewards
  8. G-Get a YES to a VITS referral
  9. B-Tell member it was a PLEASURE to speak to them today
  10. B-Get a YES to a Quick Draw referral
  11. N-Get a YES to open a Money Market
  12. N-Use “unfortunately” instead of “like I said”
  13. I-AVOID FRAUD Help a member block a card
  14. B-Create conversation with member during silence (10x)
  15. G-Get a YES to a Home Equity referral
  16. O-Help 2 members get set up with Online Banking
  17. I-Get a YES to refinancing an Auto Loan
  18. N-Inform indirect members of 4 free options with payments (5x)
  19. I-Thank member for their patience
  20. B-Get a YES to a Personal Loan referral
  21. G-Repeat steps when making a transfer (15x)
  22. I-ASK to place them on a hold (3x)
  23. O-Mention members name 3 times
  24. O-Thank member for calling at the END of the call (10x)