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