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