Ask if theywould likea receipt(15x)Get a YES torefinancingan Auto LoanUse“unfortunately”instead of “likeI said”Get aYES to aVITSreferralGet a YESto open aMoneyMarketGet a YESto an AutoInsuranceQuoteGet a YESto a QuickDrawreferralGet a YESto a HomeEquityreferralGet a YESto aPersonalLoan referralASK toplacethem on ahold (3x)Createconversationwith memberduring silence(10x)Mentionmembersname 3timesThankmember forcalling at theEND of thecall (10x)AVOIDFRAUD Helpa memberblock a cardCustomizemember’stransactiondescriptions(10x)Get a YES toa Visareferral orupgrade torewardsReached5referralsHelp 2members getset up withOnlineBankingGet a YESto a HealthInsurancereferralThankmemberfor theirpatienceInform indirectmembers of 4free optionswith payments(5x)Tell member itwas aPLEASUREto speak tothem todayRepeat stepswhen makinga transfer(15x)Sayhappy tohelp (10x)Ask if theywould likea receipt(15x)Get a YES torefinancingan Auto LoanUse“unfortunately”instead of “likeI said”Get aYES to aVITSreferralGet a YESto open aMoneyMarketGet a YESto an AutoInsuranceQuoteGet a YESto a QuickDrawreferralGet a YESto a HomeEquityreferralGet a YESto aPersonalLoan referralASK toplacethem on ahold (3x)Createconversationwith memberduring silence(10x)Mentionmembersname 3timesThankmember forcalling at theEND of thecall (10x)AVOIDFRAUD Helpa memberblock a cardCustomizemember’stransactiondescriptions(10x)Get a YES toa Visareferral orupgrade torewardsReached5referralsHelp 2members getset up withOnlineBankingGet a YESto a HealthInsurancereferralThankmemberfor theirpatienceInform indirectmembers of 4free optionswith payments(5x)Tell member itwas aPLEASUREto speak tothem todayRepeat stepswhen makinga transfer(15x)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
I
2
I
3
N
4
G
5
N
6
G
7
B
8
G
9
B
10
I
11
B
12
O
13
O
14
I
15
B
16
O
17
G
18
O
19
N
20
I
21
N
22
B
23
G
24
N
  1. I-Ask if they would like a receipt (15x)
  2. I-Get a YES to refinancing an Auto Loan
  3. N-Use “unfortunately” instead of “like I said”
  4. G-Get a YES to a VITS referral
  5. N-Get a YES to open a Money Market
  6. G-Get a YES to an Auto Insurance Quote
  7. B-Get a YES to a Quick Draw referral
  8. G-Get a YES to a Home Equity referral
  9. B-Get a YES to a Personal Loan referral
  10. I-ASK to place them on a hold (3x)
  11. B-Create conversation with member during silence (10x)
  12. O-Mention members name 3 times
  13. O-Thank member for calling at the END of the call (10x)
  14. I-AVOID FRAUD Help a member block a card
  15. B-Customize member’s transaction descriptions (10x)
  16. O-Get a YES to a Visa referral or upgrade to rewards
  17. G-Reached 5 referrals
  18. O-Help 2 members get set up with Online Banking
  19. N-Get a YES to a Health Insurance referral
  20. I-Thank member for their patience
  21. N-Inform indirect members of 4 free options with payments (5x)
  22. B-Tell member it was a PLEASURE to speak to them today
  23. G-Repeat steps when making a transfer (15x)
  24. N-Say happy to help (10x)