Open a 9or 15month CDOpen anEverydayCheckingAccountCreate15CFPsResharean ONBpost onLinked InLog yourYTD ONBCaresHoursGet anapprovedBusinessCredit CardPost somethingon Yammerabout themarket orbranchPost aninformationalitem onLinked InPull yourPowerBIScorecardand email toEmilyGo to anetworkingevent or outon a salescallParticipatein JeansDay Open aConsumerMoneyMarket During a 2-2-2uncover anadditional needand updatetheir CFPLearn abouta ONBproduct andemail Emilyabout itCreate alist of 10prospectsEmail Emilyyour favoriteONB Valueand whyOpen aBusinessCheckingAccountCompleteyourComplianceTraining forthe quarterCompleteyour RBLearningPathReviewReferLive andemail Emilyon what youlearnedGet anapprovedConsumerCredit CardGet yourfirst loanpipelinestarted!Pull yourPowerBiBranch ActionItems andschedule followupCompletea SRSreferralSchedule yourIDP checkupswith Emily(not during1:1)Open a 9or 15month CDOpen anEverydayCheckingAccountCreate15CFPsResharean ONBpost onLinked InLog yourYTD ONBCaresHoursGet anapprovedBusinessCredit CardPost somethingon Yammerabout themarket orbranchPost aninformationalitem onLinked InPull yourPowerBIScorecardand email toEmilyGo to anetworkingevent or outon a salescallParticipatein JeansDay Open aConsumerMoneyMarket During a 2-2-2uncover anadditional needand updatetheir CFPLearn abouta ONBproduct andemail Emilyabout itCreate alist of 10prospectsEmail Emilyyour favoriteONB Valueand whyOpen aBusinessCheckingAccountCompleteyourComplianceTraining forthe quarterCompleteyour RBLearningPathReviewReferLive andemail Emilyon what youlearnedGet anapprovedConsumerCredit CardGet yourfirst loanpipelinestarted!Pull yourPowerBiBranch ActionItems andschedule followupCompletea SRSreferralSchedule yourIDP checkupswith Emily(not during1:1)

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