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