Get a YESto open aMoneyMarketThankmember forcalling at theEND of thecall (10x)Get a YESto a HealthInsurancereferralGet a YES torefinancingan Auto LoanCustomizemember’stransactiondescriptions(10x)AVOIDFRAUD Helpa memberblock a cardInform indirectmembers of 4free optionswith payments(5x)Thankmemberfor theirpatienceMentionmembersname 3timesHelp 2members getset up withOnlineBankingGet a YESto aPersonalLoan referralSayhappy tohelp (10x)Use“unfortunately”instead of “likeI said”Get aYES to aVITSreferralTell member itwas aPLEASUREto speak tothem todayGet a YES toa Visareferral orupgrade torewardsCreateconversationwith memberduring silence(10x)Get a YESto a QuickDrawreferralGet a YESto a HomeEquityreferralAsk if theywould likea receipt(15x)Repeat stepswhen makinga transfer(15x)Reached5referralsASK toplacethem on ahold (3x)Get a YESto an AutoInsuranceQuoteGet a YESto open aMoneyMarketThankmember forcalling at theEND of thecall (10x)Get a YESto a HealthInsurancereferralGet a YES torefinancingan Auto LoanCustomizemember’stransactiondescriptions(10x)AVOIDFRAUD Helpa memberblock a cardInform indirectmembers of 4free optionswith payments(5x)Thankmemberfor theirpatienceMentionmembersname 3timesHelp 2members getset up withOnlineBankingGet a YESto aPersonalLoan referralSayhappy tohelp (10x)Use“unfortunately”instead of “likeI said”Get aYES to aVITSreferralTell member itwas aPLEASUREto speak tothem todayGet a YES toa Visareferral orupgrade torewardsCreateconversationwith memberduring silence(10x)Get a YESto a QuickDrawreferralGet a YESto a HomeEquityreferralAsk if theywould likea receipt(15x)Repeat stepswhen makinga transfer(15x)Reached5referralsASK toplacethem on ahold (3x)Get a YESto an AutoInsuranceQuote

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