Participatein JeansDayPost somethingon Yammerabout themarket orbranchOpen anEverydayCheckingAccountCreate alist of 10prospectsSchedule yourIDP checkupswith Emily(not during1:1)Pull yourPowerBiBranch ActionItems andschedule followupGet anapprovedBusinessCredit CardLog yourYTD ONBCaresHoursCompleteyour RBLearningPath Open aConsumerMoneyMarket Get yourfirst loanpipelinestarted!Go to anetworkingevent or outon a salescallOpen a 9or 15month CDLearn abouta ONBproduct andemail Emilyabout itCompletea SRSreferralResharean ONBpost onLinked InCompleteyourComplianceTraining forthe quarterEmail Emilyyour favoriteONB Valueand whyGet anapprovedConsumerCredit CardOpen aBusinessCheckingAccountReviewReferLive andemail Emilyon what youlearnedPull yourPowerBIScorecardand email toEmilyPost aninformationalitem onLinked InDuring a 2-2-2uncover anadditional needand updatetheir CFPCreate15CFPsParticipatein JeansDayPost somethingon Yammerabout themarket orbranchOpen anEverydayCheckingAccountCreate alist of 10prospectsSchedule yourIDP checkupswith Emily(not during1:1)Pull yourPowerBiBranch ActionItems andschedule followupGet anapprovedBusinessCredit CardLog yourYTD ONBCaresHoursCompleteyour RBLearningPath Open aConsumerMoneyMarket Get yourfirst loanpipelinestarted!Go to anetworkingevent or outon a salescallOpen a 9or 15month CDLearn abouta ONBproduct andemail Emilyabout itCompletea SRSreferralResharean ONBpost onLinked InCompleteyourComplianceTraining forthe quarterEmail Emilyyour favoriteONB Valueand whyGet anapprovedConsumerCredit CardOpen aBusinessCheckingAccountReviewReferLive andemail Emilyon what youlearnedPull yourPowerBIScorecardand email toEmilyPost aninformationalitem onLinked InDuring a 2-2-2uncover anadditional needand updatetheir CFPCreate15CFPs

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