Learn abouta ONBproduct andemail Emilyabout itGo to anetworkingevent or outon a salescallOpen a 9or 15month CD Open aConsumerMoneyMarket Schedule yourIDP checkupswith Emily(not during1:1)Get yourfirst loanpipelinestarted!Create15CFPsParticipatein JeansDayReviewReferLive andemail Emilyon what youlearnedOpen aBusinessCheckingAccountDuring a 2-2-2uncover anadditional needand updatetheir CFPCompletea SRSreferralCompleteyourComplianceTraining forthe quarterPost somethingon Yammerabout themarket orbranchResharean ONBpost onLinked InCompleteyour RBLearningPathCreate alist of 10prospectsPull yourPowerBiBranch ActionItems andschedule followupPull yourPowerBIScorecardand email toEmilyOpen anEverydayCheckingAccountGet anapprovedConsumerCredit CardEmail Emilyyour favoriteONB Valueand whyLog yourYTD ONBCaresHoursPost aninformationalitem onLinked InGet anapprovedBusinessCredit CardLearn abouta ONBproduct andemail Emilyabout itGo to anetworkingevent or outon a salescallOpen a 9or 15month CD Open aConsumerMoneyMarket Schedule yourIDP checkupswith Emily(not during1:1)Get yourfirst loanpipelinestarted!Create15CFPsParticipatein JeansDayReviewReferLive andemail Emilyon what youlearnedOpen aBusinessCheckingAccountDuring a 2-2-2uncover anadditional needand updatetheir CFPCompletea SRSreferralCompleteyourComplianceTraining forthe quarterPost somethingon Yammerabout themarket orbranchResharean ONBpost onLinked InCompleteyour RBLearningPathCreate alist of 10prospectsPull yourPowerBiBranch ActionItems andschedule followupPull yourPowerBIScorecardand email toEmilyOpen anEverydayCheckingAccountGet anapprovedConsumerCredit CardEmail Emilyyour favoriteONB Valueand whyLog yourYTD ONBCaresHoursPost aninformationalitem onLinked InGet anapprovedBusinessCredit Card

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