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