Createconversationwith memberduring silence(10x)Inform indirectmembers of 4free optionswith payments(5x)Get aYES to aVITSreferralMentionmembersname 3timesGet a YESto a QuickDrawreferralThankmemberfor theirpatienceGet a YESto a HealthInsurancereferralUse“unfortunately”instead of “likeI said”Repeat stepswhen makinga transfer(15x)Sayhappy tohelp (10x)Tell member itwas aPLEASUREto speak tothem todayASK toplacethem on ahold (3x)Get a YESto a HomeEquityreferralGet a YES toa Visareferral orupgrade torewardsGet a YES torefinancingan Auto LoanGet a YESto aPersonalLoan referralGet a YESto open aMoneyMarketCustomizemember’stransactiondescriptions(10x)Reached5referralsGet a YESto an AutoInsuranceQuoteHelp 2members getset up withOnlineBankingThankmember forcalling at theEND of thecall (10x)AVOIDFRAUD Helpa memberblock a cardAsk if theywould likea receipt(15x)Createconversationwith memberduring silence(10x)Inform indirectmembers of 4free optionswith payments(5x)Get aYES to aVITSreferralMentionmembersname 3timesGet a YESto a QuickDrawreferralThankmemberfor theirpatienceGet a YESto a HealthInsurancereferralUse“unfortunately”instead of “likeI said”Repeat stepswhen makinga transfer(15x)Sayhappy tohelp (10x)Tell member itwas aPLEASUREto speak tothem todayASK toplacethem on ahold (3x)Get a YESto a HomeEquityreferralGet a YES toa Visareferral orupgrade torewardsGet a YES torefinancingan Auto LoanGet a YESto aPersonalLoan referralGet a YESto open aMoneyMarketCustomizemember’stransactiondescriptions(10x)Reached5referralsGet a YESto an AutoInsuranceQuoteHelp 2members getset up withOnlineBankingThankmember forcalling at theEND of thecall (10x)AVOIDFRAUD Helpa memberblock a cardAsk if theywould likea receipt(15x)

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