Get yourfirst loanpipelinestarted! Open aConsumerMoneyMarket Pull yourPowerBIScorecardand email toEmilyCompletea SRSreferralGet anapprovedConsumerCredit CardOpen a 9or 15month CDParticipatein JeansDayPost aninformationalitem onLinked InResharean ONBpost onLinked InPull yourPowerBiBranch ActionItems andschedule followupCreate15CFPsCreate alist of 10prospectsDuring a 2-2-2uncover anadditional needand updatetheir CFPPost somethingon Yammerabout themarket orbranchGo to anetworkingevent or outon a salescallLearn abouta ONBproduct andemail Emilyabout itSchedule yourIDP checkupswith Emily(not during1:1)Get anapprovedBusinessCredit CardOpen aBusinessCheckingAccountReviewReferLive andemail Emilyon what youlearnedLog yourYTD ONBCaresHoursEmail Emilyyour favoriteONB Valueand whyOpen anEverydayCheckingAccountCompleteyour RBLearningPathCompleteyourComplianceTraining forthe quarterGet yourfirst loanpipelinestarted! Open aConsumerMoneyMarket Pull yourPowerBIScorecardand email toEmilyCompletea SRSreferralGet anapprovedConsumerCredit CardOpen a 9or 15month CDParticipatein JeansDayPost aninformationalitem onLinked InResharean ONBpost onLinked InPull yourPowerBiBranch ActionItems andschedule followupCreate15CFPsCreate alist of 10prospectsDuring a 2-2-2uncover anadditional needand updatetheir CFPPost somethingon Yammerabout themarket orbranchGo to anetworkingevent or outon a salescallLearn abouta ONBproduct andemail Emilyabout itSchedule yourIDP checkupswith Emily(not during1:1)Get anapprovedBusinessCredit CardOpen aBusinessCheckingAccountReviewReferLive andemail Emilyon what youlearnedLog yourYTD ONBCaresHoursEmail Emilyyour favoriteONB Valueand whyOpen anEverydayCheckingAccountCompleteyour RBLearningPathCompleteyourComplianceTraining forthe quarter

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