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