Get yourfirst loanpipelinestarted!Create15CFPsGet anapprovedConsumerCredit CardPull yourPowerBiBranch ActionItems andschedule followupCompleteyour RBLearningPathLog yourYTD ONBCaresHoursReviewReferLive andemail Emilyon what youlearnedCompletea SRSreferralLearn abouta ONBproduct andemail Emilyabout itResharean ONBpost onLinked InGo to anetworkingevent or outon a salescallPost somethingon Yammerabout themarket orbranchPost aninformationalitem onLinked InSchedule yourIDP checkupswith Emily(not during1:1)Participatein JeansDayEmail Emilyyour favoriteONB Valueand whyCompleteyourComplianceTraining forthe quarterOpen aBusinessCheckingAccount Open aConsumerMoneyMarket Open anEverydayCheckingAccountPull yourPowerBIScorecardand email toEmilyGet anapprovedBusinessCredit CardOpen a 9or 15month CDCreate alist of 10prospectsDuring a 2-2-2uncover anadditional needand updatetheir CFPGet yourfirst loanpipelinestarted!Create15CFPsGet anapprovedConsumerCredit CardPull yourPowerBiBranch ActionItems andschedule followupCompleteyour RBLearningPathLog yourYTD ONBCaresHoursReviewReferLive andemail Emilyon what youlearnedCompletea SRSreferralLearn abouta ONBproduct andemail Emilyabout itResharean ONBpost onLinked InGo to anetworkingevent or outon a salescallPost somethingon Yammerabout themarket orbranchPost aninformationalitem onLinked InSchedule yourIDP checkupswith Emily(not during1:1)Participatein JeansDayEmail Emilyyour favoriteONB Valueand whyCompleteyourComplianceTraining forthe quarterOpen aBusinessCheckingAccount Open aConsumerMoneyMarket Open anEverydayCheckingAccountPull yourPowerBIScorecardand email toEmilyGet anapprovedBusinessCredit CardOpen a 9or 15month CDCreate alist of 10prospectsDuring a 2-2-2uncover anadditional needand updatetheir CFP

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