Sayhappy tohelp (10x)Repeat stepswhen makinga transfer(15x)Createconversationwith memberduring silence(10x)Use“unfortunately”instead of “likeI said”Get a YESto an AutoInsuranceQuoteAVOIDFRAUD Helpa memberblock a cardGet a YES toa Visareferral orupgrade torewardsCustomizemember’stransactiondescriptions(10x)Get a YES torefinancingan Auto LoanThankmember forcalling at theEND of thecall (10x)Inform indirectmembers of 4free optionswith payments(5x)Ask if theywould likea receipt(15x)Get a YESto open aMoneyMarketASK toplacethem on ahold (3x)Get a YESto a QuickDrawreferralHelp 2members getset up withOnlineBankingReached5referralsGet a YESto a HomeEquityreferralThankmemberfor theirpatienceGet a YESto aPersonalLoan referralGet a YESto a HealthInsurancereferralTell member itwas aPLEASUREto speak tothem todayGet aYES to aVITSreferralMentionmembersname 3timesSayhappy tohelp (10x)Repeat stepswhen makinga transfer(15x)Createconversationwith memberduring silence(10x)Use“unfortunately”instead of “likeI said”Get a YESto an AutoInsuranceQuoteAVOIDFRAUD Helpa memberblock a cardGet a YES toa Visareferral orupgrade torewardsCustomizemember’stransactiondescriptions(10x)Get a YES torefinancingan Auto LoanThankmember forcalling at theEND of thecall (10x)Inform indirectmembers of 4free optionswith payments(5x)Ask if theywould likea receipt(15x)Get a YESto open aMoneyMarketASK toplacethem on ahold (3x)Get a YESto a QuickDrawreferralHelp 2members getset up withOnlineBankingReached5referralsGet a YESto a HomeEquityreferralThankmemberfor theirpatienceGet a YESto aPersonalLoan referralGet a YESto a HealthInsurancereferralTell member itwas aPLEASUREto speak tothem todayGet aYES to aVITSreferralMentionmembersname 3times

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