Pull yourPowerBIScorecardand email toEmilyLog yourYTD ONBCaresHoursGet anapprovedConsumerCredit CardSchedule yourIDP checkupswith Emily(not during1:1)Post aninformationalitem onLinked InGet yourfirst loanpipelinestarted!Pull yourPowerBiBranch ActionItems andschedule followupGo to anetworkingevent or outon a salescallDuring a 2-2-2uncover anadditional needand updatetheir CFPResharean ONBpost onLinked InOpen a 9or 15month CDGet anapprovedBusinessCredit CardCompleteyourComplianceTraining forthe quarterLearn abouta ONBproduct andemail Emilyabout itParticipatein JeansDayOpen anEverydayCheckingAccount Open aConsumerMoneyMarket Create15CFPsPost somethingon Yammerabout themarket orbranchCompleteyour RBLearningPathCompletea SRSreferralEmail Emilyyour favoriteONB Valueand whyCreate alist of 10prospectsReviewReferLive andemail Emilyon what youlearnedOpen aBusinessCheckingAccountPull yourPowerBIScorecardand email toEmilyLog yourYTD ONBCaresHoursGet anapprovedConsumerCredit CardSchedule yourIDP checkupswith Emily(not during1:1)Post aninformationalitem onLinked InGet yourfirst loanpipelinestarted!Pull yourPowerBiBranch ActionItems andschedule followupGo to anetworkingevent or outon a salescallDuring a 2-2-2uncover anadditional needand updatetheir CFPResharean ONBpost onLinked InOpen a 9or 15month CDGet anapprovedBusinessCredit CardCompleteyourComplianceTraining forthe quarterLearn abouta ONBproduct andemail Emilyabout itParticipatein JeansDayOpen anEverydayCheckingAccount Open aConsumerMoneyMarket Create15CFPsPost somethingon Yammerabout themarket orbranchCompleteyour RBLearningPathCompletea SRSreferralEmail Emilyyour favoriteONB Valueand whyCreate alist of 10prospectsReviewReferLive andemail Emilyon what youlearnedOpen aBusinessCheckingAccount

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