Thankmember forcalling at theEND of thecall (10x)Reached5referralsAVOIDFRAUD Helpa memberblock a cardGet a YES toa Visareferral orupgrade torewardsGet aYES to aVITSreferralGet a YES torefinancingan Auto LoanGet a YESto aPersonalLoan referralGet a YESto an AutoInsuranceQuoteUse“unfortunately”instead of “likeI said”Thankmemberfor theirpatienceMentionmembersname 3timesCustomizemember’stransactiondescriptions(10x)Get a YESto a QuickDrawreferralRepeat stepswhen makinga transfer(15x)Createconversationwith memberduring silence(10x)Get a YESto a HealthInsurancereferralASK toplacethem on ahold (3x)Get a YESto open aMoneyMarketHelp 2members getset up withOnlineBankingAsk if theywould likea receipt(15x)Get a YESto a HomeEquityreferralTell member itwas aPLEASUREto speak tothem todayInform indirectmembers of 4free optionswith payments(5x)Sayhappy tohelp (10x)Thankmember forcalling at theEND of thecall (10x)Reached5referralsAVOIDFRAUD Helpa memberblock a cardGet a YES toa Visareferral orupgrade torewardsGet aYES to aVITSreferralGet a YES torefinancingan Auto LoanGet a YESto aPersonalLoan referralGet a YESto an AutoInsuranceQuoteUse“unfortunately”instead of “likeI said”Thankmemberfor theirpatienceMentionmembersname 3timesCustomizemember’stransactiondescriptions(10x)Get a YESto a QuickDrawreferralRepeat stepswhen makinga transfer(15x)Createconversationwith memberduring silence(10x)Get a YESto a HealthInsurancereferralASK toplacethem on ahold (3x)Get a YESto open aMoneyMarketHelp 2members getset up withOnlineBankingAsk if theywould likea receipt(15x)Get a YESto a HomeEquityreferralTell member itwas aPLEASUREto speak tothem todayInform indirectmembers of 4free optionswith payments(5x)Sayhappy tohelp (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
O
2
G
3
I
4
O
5
G
6
I
7
B
8
G
9
N
10
I
11
O
12
B
13
B
14
G
15
B
16
N
17
I
18
N
19
O
20
I
21
G
22
B
23
N
24
N
  1. O-Thank member for calling at the END of the call (10x)
  2. G-Reached 5 referrals
  3. I-AVOID FRAUD Help a member block a card
  4. O-Get a YES to a Visa referral or upgrade to rewards
  5. G-Get a YES to a VITS referral
  6. I-Get a YES to refinancing an Auto Loan
  7. B-Get a YES to a Personal Loan referral
  8. G-Get a YES to an Auto Insurance Quote
  9. N-Use “unfortunately” instead of “like I said”
  10. I-Thank member for their patience
  11. O-Mention members name 3 times
  12. B-Customize member’s transaction descriptions (10x)
  13. B-Get a YES to a Quick Draw referral
  14. G-Repeat steps when making a transfer (15x)
  15. B-Create conversation with member during silence (10x)
  16. N-Get a YES to a Health Insurance referral
  17. I-ASK to place them on a hold (3x)
  18. N-Get a YES to open a Money Market
  19. O-Help 2 members get set up with Online Banking
  20. I-Ask if they would like a receipt (15x)
  21. G-Get a YES to a Home Equity referral
  22. B-Tell member it was a PLEASURE to speak to them today
  23. N-Inform indirect members of 4 free options with payments (5x)
  24. N-Say happy to help (10x)