Open aBusinessCheckingAccountOpen a 9or 15month CDGet yourfirst loanpipelinestarted!Learn abouta ONBproduct andemail Emilyabout itPost aninformationalitem onLinked InCreate alist of 10prospectsEmail Emilyyour favoriteONB Valueand whyDuring a 2-2-2uncover anadditional needand updatetheir CFPPull yourPowerBIScorecardand email toEmilyParticipatein JeansDayPost somethingon Yammerabout themarket orbranchGet anapprovedBusinessCredit CardResharean ONBpost onLinked In Open aConsumerMoneyMarket Completea SRSreferralCompleteyour RBLearningPathCompleteyourComplianceTraining forthe quarterGet anapprovedConsumerCredit CardReviewReferLive andemail Emilyon what youlearnedOpen anEverydayCheckingAccountCreate15CFPsLog yourYTD ONBCaresHoursGo to anetworkingevent or outon a salescallPull yourPowerBiBranch ActionItems andschedule followupSchedule yourIDP checkupswith Emily(not during1:1)Open aBusinessCheckingAccountOpen a 9or 15month CDGet yourfirst loanpipelinestarted!Learn abouta ONBproduct andemail Emilyabout itPost aninformationalitem onLinked InCreate alist of 10prospectsEmail Emilyyour favoriteONB Valueand whyDuring a 2-2-2uncover anadditional needand updatetheir CFPPull yourPowerBIScorecardand email toEmilyParticipatein JeansDayPost somethingon Yammerabout themarket orbranchGet anapprovedBusinessCredit CardResharean ONBpost onLinked In Open aConsumerMoneyMarket Completea SRSreferralCompleteyour RBLearningPathCompleteyourComplianceTraining forthe quarterGet anapprovedConsumerCredit CardReviewReferLive andemail Emilyon what youlearnedOpen anEverydayCheckingAccountCreate15CFPsLog yourYTD ONBCaresHoursGo to anetworkingevent or outon a salescallPull yourPowerBiBranch ActionItems andschedule followupSchedule 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
I
2
G
3
G
4
N
5
O
6
I
7
O
8
I
9
G
10
G
11
N
12
O
13
B
14
B
15
O
16
N
17
N
18
B
19
O
20
I
21
N
22
I
23
B
24
G
25
B
  1. I-Open a Business Checking Account
  2. G-Open a 9 or 15 month CD
  3. G-Get your first loan pipeline started!
  4. N-Learn about a ONB product and email Emily about it
  5. O-Post an informational item on Linked In
  6. I-Create a list of 10 prospects
  7. O-Email Emily your favorite ONB Value and why
  8. I-During a 2-2-2 uncover an additional need and update their CFP
  9. G-Pull your PowerBI Scorecard and email to Emily
  10. G-Participate in Jeans Day
  11. N-Post something on Yammer about the market or branch
  12. O-Get an approved Business Credit Card
  13. B-Reshare an ONB post on Linked In
  14. B- Open a Consumer Money Market
  15. O-Complete a SRS referral
  16. N-Complete your RB Learning Path
  17. N-Complete your Compliance Training for the quarter
  18. B-Get an approved Consumer Credit Card
  19. O-Review ReferLive and email Emily on what you learned
  20. I-Open an Everyday Checking Account
  21. N-Create 15 CFPs
  22. I-Log your YTD ONB Cares Hours
  23. B-Go to a networking event or out on a sales call
  24. G-Pull your PowerBi Branch Action Items and schedule follow up
  25. B-Schedule your IDP check ups with Emily (not during 1:1)