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