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