Cross-sellanexistingclientSend athank youcard to aloyal clientSchedule aseminar foran HOA orBusinessOfficeSell 2policies toa newclientRefer agroup lifepolicy toButchReach outto 10 newcold leadsin 2 weeksDesign aFB/LinkedInpostProvide anidea w/ scriptfor a futureTikTok videoSell 4generalliabilitypolicies inone weekShow theteam yourhiddentalentWalkbackward inthe office theentire dayAsk aclient fora referralSell at least3 policies toa new clientShow a teammembersomethingnewSell aworkcomppolicyTake part in anindustrywebinar andshare what youlearned with theteamSell aBOP to anew clientRoll in yourchair todestinationinstead ofwalkingDesign afuturecontest/office promoReceive a5-starGoogleReviewReach out toa cold leadand providea quoteTake partin aTikTokvideoProcess20renewalsin one daySell anumbrellapolicyCross-sellanexistingclientSend athank youcard to aloyal clientSchedule aseminar foran HOA orBusinessOfficeSell 2policies toa newclientRefer agroup lifepolicy toButchReach outto 10 newcold leadsin 2 weeksDesign aFB/LinkedInpostProvide anidea w/ scriptfor a futureTikTok videoSell 4generalliabilitypolicies inone weekShow theteam yourhiddentalentWalkbackward inthe office theentire dayAsk aclient fora referralSell at least3 policies toa new clientShow a teammembersomethingnewSell aworkcomppolicyTake part in anindustrywebinar andshare what youlearned with theteamSell aBOP to anew clientRoll in yourchair todestinationinstead ofwalkingDesign afuturecontest/office promoReceive a5-starGoogleReviewReach out toa cold leadand providea quoteTake partin aTikTokvideoProcess20renewalsin one daySell anumbrellapolicy

Align September Promo - Call List

(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.


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O
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I
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N
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O
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B
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I
7
N
8
B
9
B
10
G
11
O
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B
13
I
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G
15
I
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O
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N
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I
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O
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B
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N
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G
  1. O-Cross-sell an existing client
  2. I-Send a thank you card to a loyal client
  3. N-Schedule a seminar for an HOA or Business Office
  4. O-Sell 2 policies to a new client
  5. B-Refer a group life policy to Butch
  6. I-Reach out to 10 new cold leads in 2 weeks
  7. N-Design a FB/ LinkedIn post
  8. B-Provide an idea w/ script for a future TikTok video
  9. B-Sell 4 general liability policies in one week
  10. G-Show the team your hidden talent
  11. O-Walk backward in the office the entire day
  12. B-Ask a client for a referral
  13. I-Sell at least 3 policies to a new client
  14. G-Show a team member something new
  15. I-Sell a work comp policy
  16. O-Take part in an industry webinar and share what you learned with the team
  17. N-Sell a BOP to a new client
  18. I-Roll in your chair to destination instead of walking
  19. O-Design a future contest/ office promo
  20. B-Receive a 5-star Google Review
  21. N-Reach out to a cold lead and provide a quote
  22. G-Take part in a TikTok video
  23. G-Process 20 renewals in one day
  24. G-Sell an umbrella policy