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