Create alist of 10prospectsPull yourPowerBIScorecardand email toEmilyReviewReferLive andemail Emilyon what youlearnedEmail Emilyyour favoriteONB Valueand whyGet yourfirst loanpipelinestarted!Get anapprovedConsumerCredit Card Open aConsumerMoneyMarket CompleteyourComplianceTraining forthe quarterSchedule yourIDP checkupswith Emily(not during1:1)Log yourYTD ONBCaresHoursPull yourPowerBiBranch ActionItems andschedule followupParticipatein JeansDayLearn abouta ONBproduct andemail Emilyabout itOpen aBusinessCheckingAccountGo to anetworkingevent or outon a salescallCreate15CFPsOpen a 9or 15month CDCompleteyour RBLearningPathPost somethingon Yammerabout themarket orbranchResharean ONBpost onLinked InCompletea SRSreferralGet anapprovedBusinessCredit CardOpen anEverydayCheckingAccountDuring a 2-2-2uncover anadditional needand updatetheir CFPPost aninformationalitem onLinked InCreate alist of 10prospectsPull yourPowerBIScorecardand email toEmilyReviewReferLive andemail Emilyon what youlearnedEmail Emilyyour favoriteONB Valueand whyGet yourfirst loanpipelinestarted!Get anapprovedConsumerCredit Card Open aConsumerMoneyMarket CompleteyourComplianceTraining forthe quarterSchedule yourIDP checkupswith Emily(not during1:1)Log yourYTD ONBCaresHoursPull yourPowerBiBranch ActionItems andschedule followupParticipatein JeansDayLearn abouta ONBproduct andemail Emilyabout itOpen aBusinessCheckingAccountGo to anetworkingevent or outon a salescallCreate15CFPsOpen a 9or 15month CDCompleteyour RBLearningPathPost somethingon Yammerabout themarket orbranchResharean ONBpost onLinked InCompletea SRSreferralGet anapprovedBusinessCredit CardOpen anEverydayCheckingAccountDuring a 2-2-2uncover anadditional needand updatetheir CFPPost aninformationalitem onLinked In

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