Reached5referralsMentionmembersname 3timesCreateconversationwith memberduring silence(10x)Get a YESto open aMoneyMarketTell member itwas aPLEASUREto speak tothem todayThankmemberfor theirpatienceRepeat stepswhen makinga transfer(15x)Use“unfortunately”instead of “likeI said”Get a YESto a QuickDrawreferralCustomizemember’stransactiondescriptions(10x)Sayhappy tohelp (10x)Get a YESto an AutoInsuranceQuoteHelp 2members getset up withOnlineBankingASK toplacethem on ahold (3x)Ask if theywould likea receipt(15x)Get a YES toa Visareferral orupgrade torewardsGet a YESto a HealthInsurancereferralAVOIDFRAUD Helpa memberblock a cardGet a YESto a HomeEquityreferralGet aYES to aVITSreferralThankmember forcalling at theEND of thecall (10x)Inform indirectmembers of 4free optionswith payments(5x)Get a YESto aPersonalLoan referralGet a YES torefinancingan Auto LoanReached5referralsMentionmembersname 3timesCreateconversationwith memberduring silence(10x)Get a YESto open aMoneyMarketTell member itwas aPLEASUREto speak tothem todayThankmemberfor theirpatienceRepeat stepswhen makinga transfer(15x)Use“unfortunately”instead of “likeI said”Get a YESto a QuickDrawreferralCustomizemember’stransactiondescriptions(10x)Sayhappy tohelp (10x)Get a YESto an AutoInsuranceQuoteHelp 2members getset up withOnlineBankingASK toplacethem on ahold (3x)Ask if theywould likea receipt(15x)Get a YES toa Visareferral orupgrade torewardsGet a YESto a HealthInsurancereferralAVOIDFRAUD Helpa memberblock a cardGet a YESto a HomeEquityreferralGet aYES to aVITSreferralThankmember forcalling at theEND of thecall (10x)Inform indirectmembers of 4free optionswith payments(5x)Get a YESto aPersonalLoan referralGet 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
G
2
O
3
B
4
N
5
B
6
I
7
G
8
N
9
B
10
B
11
N
12
G
13
O
14
I
15
I
16
O
17
N
18
I
19
G
20
G
21
O
22
N
23
B
24
I
  1. G-Reached 5 referrals
  2. O-Mention members name 3 times
  3. B-Create conversation with member during silence (10x)
  4. N-Get a YES to open a Money Market
  5. B-Tell member it was a PLEASURE to speak to them today
  6. I-Thank member for their patience
  7. G-Repeat steps when making a transfer (15x)
  8. N-Use “unfortunately” instead of “like I said”
  9. B-Get a YES to a Quick Draw referral
  10. B-Customize member’s transaction descriptions (10x)
  11. N-Say happy to help (10x)
  12. G-Get a YES to an Auto Insurance Quote
  13. O-Help 2 members get set up with Online Banking
  14. I-ASK to place them on a hold (3x)
  15. I-Ask if they would like a receipt (15x)
  16. O-Get a YES to a Visa referral or upgrade to rewards
  17. N-Get a YES to a Health Insurance referral
  18. I-AVOID FRAUD Help a member block a card
  19. G-Get a YES to a Home Equity referral
  20. G-Get a YES to a VITS referral
  21. O-Thank member for calling at the END of the call (10x)
  22. N-Inform indirect members of 4 free options with payments (5x)
  23. B-Get a YES to a Personal Loan referral
  24. I-Get a YES to refinancing an Auto Loan