Wealth Referral HELOC App/Referral All trainings are done 30 Calls in a week Set 3 appointments for a week No overdue tasks/Stale Opportunities 1 DDA opened/referred for a day 15 Calls in a day Talked client out of closing account 2 DDA's opened/referred Auto Loan referral Obtained a lead You got complimented from a customer Mortgage Referral 3 DDA's opened/Referred Small Business Loan Referral Mortgage Referral Consumer Loan App/Referral Helped a co-worker out 1 APPROVED Credit Card/Referral Consumer Loan App/Referral 2 Credit Card Apps/Referred Got a non-client to open an acct 1 Business DDA opened/referred Wealth Referral HELOC App/Referral All trainings are done 30 Calls in a week Set 3 appointments for a week No overdue tasks/Stale Opportunities 1 DDA opened/referred for a day 15 Calls in a day Talked client out of closing account 2 DDA's opened/referred Auto Loan referral Obtained a lead You got complimented from a customer Mortgage Referral 3 DDA's opened/Referred Small Business Loan Referral Mortgage Referral Consumer Loan App/Referral Helped a co-worker out 1 APPROVED Credit Card/Referral Consumer Loan App/Referral 2 Credit Card Apps/Referred Got a non-client to open an acct 1 Business DDA opened/referred
(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.
B-Wealth Referral
N-HELOC App/Referral
N-All trainings are done
B-30 Calls in a week
I-Set 3 appointments for a week
G-No overdue tasks/Stale Opportunities
B-1 DDA opened/referred for a day
O-15 Calls in a day
N-Talked client out of closing account
I-2 DDA's opened/referred
G-Auto Loan referral
N-Obtained a lead
I-You got complimented from a customer
I-Mortgage Referral
G-3 DDA's opened/Referred
G-Small Business Loan Referral
O-Mortgage Referral
B-Consumer Loan App/Referral
G-Helped a co-worker out
B-1 APPROVED Credit Card/Referral
O-Consumer Loan App/Referral
O-2 Credit Card Apps/Referred
O-Got a non-client to open an acct
I-1 Business DDA opened/referred