Customizemember’stransactiondescriptions(10x)Get a YESto a HomeEquityreferralGet a YESto open aMoneyMarketCreateconversationwith memberduring silence(10x)Get a YESto a QuickDrawreferralASK toplacethem on ahold (3x)Get aYES to aVITSreferralThankmember forcalling at theEND of thecall (10x)Get a YESto aPersonalLoan referralRepeat stepswhen makinga transfer(15x)Tell member itwas aPLEASUREto speak tothem todayThankmemberfor theirpatienceUse“unfortunately”instead of “likeI said”Get a YES toa Visareferral orupgrade torewardsGet a YESto a HealthInsurancereferralGet a YES torefinancingan Auto LoanAsk if theywould likea receipt(15x)Get a YESto an AutoInsuranceQuoteInform indirectmembers of 4free optionswith payments(5x)Help 2members getset up withOnlineBankingSayhappy tohelp (10x)Reached5referralsMentionmembersname 3timesAVOIDFRAUD Helpa memberblock a cardCustomizemember’stransactiondescriptions(10x)Get a YESto a HomeEquityreferralGet a YESto open aMoneyMarketCreateconversationwith memberduring silence(10x)Get a YESto a QuickDrawreferralASK toplacethem on ahold (3x)Get aYES to aVITSreferralThankmember forcalling at theEND of thecall (10x)Get a YESto aPersonalLoan referralRepeat stepswhen makinga transfer(15x)Tell member itwas aPLEASUREto speak tothem todayThankmemberfor theirpatienceUse“unfortunately”instead of “likeI said”Get a YES toa Visareferral orupgrade torewardsGet a YESto a HealthInsurancereferralGet a YES torefinancingan Auto LoanAsk if theywould likea receipt(15x)Get a YESto an AutoInsuranceQuoteInform indirectmembers of 4free optionswith payments(5x)Help 2members getset up withOnlineBankingSayhappy tohelp (10x)Reached5referralsMentionmembersname 3timesAVOIDFRAUD Helpa memberblock a card

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