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