Post somethingon Yammerabout themarket orbranchReviewReferLive andemail Emilyon what youlearnedCompletea SRSreferralDuring a 2-2-2uncover anadditional needand updatetheir CFPOpen a 9or 15month CDOpen aBusinessCheckingAccountPull yourPowerBIScorecardand email toEmilySchedule yourIDP checkupswith Emily(not during1:1)Participatein JeansDayLearn abouta ONBproduct andemail Emilyabout itPull yourPowerBiBranch ActionItems andschedule followupOpen anEverydayCheckingAccountEmail Emilyyour favoriteONB Valueand whyResharean ONBpost onLinked InCreate15CFPsGet anapprovedBusinessCredit CardGo to anetworkingevent or outon a salescallPost aninformationalitem onLinked InLog yourYTD ONBCaresHoursGet anapprovedConsumerCredit CardCompleteyour RBLearningPathCreate alist of 10prospectsGet yourfirst loanpipelinestarted! Open aConsumerMoneyMarket CompleteyourComplianceTraining forthe quarterPost somethingon Yammerabout themarket orbranchReviewReferLive andemail Emilyon what youlearnedCompletea SRSreferralDuring a 2-2-2uncover anadditional needand updatetheir CFPOpen a 9or 15month CDOpen aBusinessCheckingAccountPull yourPowerBIScorecardand email toEmilySchedule yourIDP checkupswith Emily(not during1:1)Participatein JeansDayLearn abouta ONBproduct andemail Emilyabout itPull yourPowerBiBranch ActionItems andschedule followupOpen anEverydayCheckingAccountEmail Emilyyour favoriteONB Valueand whyResharean ONBpost onLinked InCreate15CFPsGet anapprovedBusinessCredit CardGo to anetworkingevent or outon a salescallPost aninformationalitem onLinked InLog yourYTD ONBCaresHoursGet anapprovedConsumerCredit CardCompleteyour RBLearningPathCreate alist of 10prospectsGet yourfirst loanpipelinestarted! Open aConsumerMoneyMarket CompleteyourComplianceTraining 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
N
2
O
3
O
4
I
5
G
6
I
7
G
8
B
9
G
10
N
11
G
12
I
13
O
14
B
15
N
16
O
17
B
18
O
19
I
20
B
21
N
22
I
23
G
24
B
25
N
  1. N-Post something on Yammer about the market or branch
  2. O-Review ReferLive and email Emily on what you learned
  3. O-Complete a SRS referral
  4. I-During a 2-2-2 uncover an additional need and update their CFP
  5. G-Open a 9 or 15 month CD
  6. I-Open a Business Checking Account
  7. G-Pull your PowerBI Scorecard and email to Emily
  8. B-Schedule your IDP check ups with Emily (not during 1:1)
  9. G-Participate in Jeans Day
  10. N-Learn about a ONB product and email Emily about it
  11. G-Pull your PowerBi Branch Action Items and schedule follow up
  12. I-Open an Everyday Checking Account
  13. O-Email Emily your favorite ONB Value and why
  14. B-Reshare an ONB post on Linked In
  15. N-Create 15 CFPs
  16. O-Get an approved Business Credit Card
  17. B-Go to a networking event or out on a sales call
  18. O-Post an informational item on Linked In
  19. I-Log your YTD ONB Cares Hours
  20. B-Get an approved Consumer Credit Card
  21. N-Complete your RB Learning Path
  22. I-Create a list of 10 prospects
  23. G-Get your first loan pipeline started!
  24. B- Open a Consumer Money Market
  25. N-Complete your Compliance Training for the quarter