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