Log yourYTD ONBCaresHoursSchedule yourIDP checkupswith Emily(not during1:1)Create alist of 10prospectsOpen aBusinessCheckingAccountEmail Emilyyour favoriteONB Valueand whyCompletea SRSreferralGet anapprovedConsumerCredit CardParticipatein JeansDayGet anapprovedBusinessCredit CardOpen a 9or 15month CDGet yourfirst loanpipelinestarted!Go to anetworkingevent or outon a salescallPull yourPowerBiBranch ActionItems andschedule followupCreate15CFPsLearn abouta ONBproduct andemail Emilyabout itPull yourPowerBIScorecardand email toEmily Open aConsumerMoneyMarket Post somethingon Yammerabout themarket orbranchResharean ONBpost onLinked InCompleteyour RBLearningPathPost aninformationalitem onLinked InReviewReferLive andemail Emilyon what youlearnedDuring a 2-2-2uncover anadditional needand updatetheir CFPOpen anEverydayCheckingAccountCompleteyourComplianceTraining forthe quarterLog yourYTD ONBCaresHoursSchedule yourIDP checkupswith Emily(not during1:1)Create alist of 10prospectsOpen aBusinessCheckingAccountEmail Emilyyour favoriteONB Valueand whyCompletea SRSreferralGet anapprovedConsumerCredit CardParticipatein JeansDayGet anapprovedBusinessCredit CardOpen a 9or 15month CDGet yourfirst loanpipelinestarted!Go to anetworkingevent or outon a salescallPull yourPowerBiBranch ActionItems andschedule followupCreate15CFPsLearn abouta ONBproduct andemail Emilyabout itPull yourPowerBIScorecardand email toEmily Open aConsumerMoneyMarket Post somethingon Yammerabout themarket orbranchResharean ONBpost onLinked InCompleteyour RBLearningPathPost aninformationalitem onLinked InReviewReferLive andemail Emilyon what youlearnedDuring a 2-2-2uncover anadditional needand updatetheir CFPOpen anEverydayCheckingAccountCompleteyourComplianceTraining forthe quarter

Q2 Challenge - 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.


1
I
2
B
3
I
4
I
5
O
6
O
7
B
8
G
9
O
10
G
11
G
12
B
13
G
14
N
15
N
16
G
17
B
18
N
19
B
20
N
21
O
22
O
23
I
24
I
25
N
  1. I-Log your YTD ONB Cares Hours
  2. B-Schedule your IDP check ups with Emily (not during 1:1)
  3. I-Create a list of 10 prospects
  4. I-Open a Business Checking Account
  5. O-Email Emily your favorite ONB Value and why
  6. O-Complete a SRS referral
  7. B-Get an approved Consumer Credit Card
  8. G-Participate in Jeans Day
  9. O-Get an approved Business Credit Card
  10. G-Open a 9 or 15 month CD
  11. G-Get your first loan pipeline started!
  12. B-Go to a networking event or out on a sales call
  13. G-Pull your PowerBi Branch Action Items and schedule follow up
  14. N-Create 15 CFPs
  15. N-Learn about a ONB product and email Emily about it
  16. G-Pull your PowerBI Scorecard and email to Emily
  17. B- Open a Consumer Money Market
  18. N-Post something on Yammer about the market or branch
  19. B-Reshare an ONB post on Linked In
  20. N-Complete your RB Learning Path
  21. O-Post an informational item on Linked In
  22. O-Review ReferLive and email Emily on what you learned
  23. I-During a 2-2-2 uncover an additional need and update their CFP
  24. I-Open an Everyday Checking Account
  25. N-Complete your Compliance Training for the quarter