Get a YESto a QuickDrawreferralRepeat stepswhen makinga transfer(15x)Thankmemberfor theirpatienceGet a YESto aPersonalLoan referralCustomizemember’stransactiondescriptions(10x)Help 2members getset up withOnlineBankingGet a YESto a HealthInsurancereferralGet a YESto an AutoInsuranceQuoteAVOIDFRAUD Helpa memberblock a cardGet a YES torefinancingan Auto LoanASK toplacethem on ahold (3x)Reached5referralsAsk if theywould likea receipt(15x)Sayhappy tohelp (10x)Use“unfortunately”instead of “likeI said”Get aYES to aVITSreferralMentionmembersname 3timesInform indirectmembers of 4free optionswith payments(5x)Thankmember forcalling at theEND of thecall (10x)Createconversationwith memberduring silence(10x)Tell member itwas aPLEASUREto speak tothem todayGet a YESto open aMoneyMarketGet a YESto a HomeEquityreferralGet a YES toa Visareferral orupgrade torewardsGet a YESto a QuickDrawreferralRepeat stepswhen makinga transfer(15x)Thankmemberfor theirpatienceGet a YESto aPersonalLoan referralCustomizemember’stransactiondescriptions(10x)Help 2members getset up withOnlineBankingGet a YESto a HealthInsurancereferralGet a YESto an AutoInsuranceQuoteAVOIDFRAUD Helpa memberblock a cardGet a YES torefinancingan Auto LoanASK toplacethem on ahold (3x)Reached5referralsAsk if theywould likea receipt(15x)Sayhappy tohelp (10x)Use“unfortunately”instead of “likeI said”Get aYES to aVITSreferralMentionmembersname 3timesInform indirectmembers of 4free optionswith payments(5x)Thankmember forcalling at theEND of thecall (10x)Createconversationwith memberduring silence(10x)Tell member itwas aPLEASUREto speak tothem todayGet a YESto open aMoneyMarketGet a YESto a HomeEquityreferralGet a YES toa Visareferral orupgrade torewards

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