Learn abouta ONBproduct andemail Emilyabout itReviewReferLive andemail Emilyon what youlearnedLog yourYTD ONBCaresHoursSchedule yourIDP checkupswith Emily(not during1:1)Resharean ONBpost onLinked InCreate alist of 10prospectsDuring a 2-2-2uncover anadditional needand updatetheir CFPEmail Emilyyour favoriteONB Valueand whyOpen aBusinessCheckingAccountOpen anEverydayCheckingAccountPull yourPowerBIScorecardand email toEmilyPull yourPowerBiBranch ActionItems andschedule followupCompleteyourComplianceTraining forthe quarterGet anapprovedBusinessCredit CardCompletea SRSreferralGo to anetworkingevent or outon a salescallGet yourfirst loanpipelinestarted!Completeyour RBLearningPathParticipatein JeansDayGet anapprovedConsumerCredit Card Open aConsumerMoneyMarket Create15CFPsPost somethingon Yammerabout themarket orbranchOpen a 9or 15month CDPost aninformationalitem onLinked InLearn abouta ONBproduct andemail Emilyabout itReviewReferLive andemail Emilyon what youlearnedLog yourYTD ONBCaresHoursSchedule yourIDP checkupswith Emily(not during1:1)Resharean ONBpost onLinked InCreate alist of 10prospectsDuring a 2-2-2uncover anadditional needand updatetheir CFPEmail Emilyyour favoriteONB Valueand whyOpen aBusinessCheckingAccountOpen anEverydayCheckingAccountPull yourPowerBIScorecardand email toEmilyPull yourPowerBiBranch ActionItems andschedule followupCompleteyourComplianceTraining forthe quarterGet anapprovedBusinessCredit CardCompletea SRSreferralGo to anetworkingevent or outon a salescallGet yourfirst loanpipelinestarted!Completeyour RBLearningPathParticipatein JeansDayGet anapprovedConsumerCredit Card Open aConsumerMoneyMarket Create15CFPsPost somethingon Yammerabout themarket orbranchOpen a 9or 15month CDPost 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
N
2
O
3
I
4
B
5
B
6
I
7
I
8
O
9
I
10
I
11
G
12
G
13
N
14
O
15
O
16
B
17
G
18
N
19
G
20
B
21
B
22
N
23
N
24
G
25
O
  1. N-Learn about a ONB product and email Emily about it
  2. O-Review ReferLive and email Emily on what you learned
  3. I-Log your YTD ONB Cares Hours
  4. B-Schedule your IDP check ups with Emily (not during 1:1)
  5. B-Reshare an ONB post on Linked In
  6. I-Create a list of 10 prospects
  7. I-During a 2-2-2 uncover an additional need and update their CFP
  8. O-Email Emily your favorite ONB Value and why
  9. I-Open a Business Checking Account
  10. I-Open an Everyday Checking Account
  11. G-Pull your PowerBI Scorecard and email to Emily
  12. G-Pull your PowerBi Branch Action Items and schedule follow up
  13. N-Complete your Compliance Training for the quarter
  14. O-Get an approved Business Credit Card
  15. O-Complete a SRS referral
  16. B-Go to a networking event or out on a sales call
  17. G-Get your first loan pipeline started!
  18. N-Complete your RB Learning Path
  19. G-Participate in Jeans Day
  20. B-Get an approved Consumer Credit Card
  21. B- Open a Consumer Money Market
  22. N-Create 15 CFPs
  23. N-Post something on Yammer about the market or branch
  24. G-Open a 9 or 15 month CD
  25. O-Post an informational item on Linked In