Get a YESto aPersonalLoan referralGet a YES toa Visareferral orupgrade torewardsCreateconversationwith memberduring silence(10x)Get a YESto an AutoInsuranceQuoteAsk if theywould likea receipt(15x)Get a YESto a HomeEquityreferralThankmemberfor theirpatienceUse“unfortunately”instead of “likeI said”Customizemember’stransactiondescriptions(10x)AVOIDFRAUD Helpa memberblock a cardTell member itwas aPLEASUREto speak tothem todaySayhappy tohelp (10x)ASK toplacethem on ahold (3x)Get a YESto a QuickDrawreferralInform indirectmembers of 4free optionswith payments(5x)Get aYES to aVITSreferralReached5referralsGet a YESto a HealthInsurancereferralRepeat stepswhen makinga transfer(15x)Help 2members getset up withOnlineBankingMentionmembersname 3timesGet a YESto open aMoneyMarketThankmember forcalling at theEND of thecall (10x)Get a YES torefinancingan Auto LoanGet a YESto aPersonalLoan referralGet a YES toa Visareferral orupgrade torewardsCreateconversationwith memberduring silence(10x)Get a YESto an AutoInsuranceQuoteAsk if theywould likea receipt(15x)Get a YESto a HomeEquityreferralThankmemberfor theirpatienceUse“unfortunately”instead of “likeI said”Customizemember’stransactiondescriptions(10x)AVOIDFRAUD Helpa memberblock a cardTell member itwas aPLEASUREto speak tothem todaySayhappy tohelp (10x)ASK toplacethem on ahold (3x)Get a YESto a QuickDrawreferralInform indirectmembers of 4free optionswith payments(5x)Get aYES to aVITSreferralReached5referralsGet a YESto a HealthInsurancereferralRepeat stepswhen makinga transfer(15x)Help 2members getset up withOnlineBankingMentionmembersname 3timesGet a YESto open aMoneyMarketThankmember forcalling at theEND of thecall (10x)Get a YES torefinancingan Auto Loan

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