During a 2-2-2uncover anadditional needand updatetheir CFPReviewReferLive andemail Emilyon what youlearnedGo to anetworkingevent or outon a salescallEmail Emilyyour favoriteONB Valueand whyResharean ONBpost onLinked InOpen aBusinessCheckingAccountOpen a 9or 15month CDGet anapprovedConsumerCredit CardLearn abouta ONBproduct andemail Emilyabout itParticipatein JeansDayGet anapprovedBusinessCredit CardCreate15CFPsOpen anEverydayCheckingAccountPost aninformationalitem onLinked In Open aConsumerMoneyMarket Completeyour RBLearningPathSchedule yourIDP checkupswith Emily(not during1:1)Create alist of 10prospectsGet yourfirst loanpipelinestarted!Completea SRSreferralPull yourPowerBiBranch ActionItems andschedule followupPull yourPowerBIScorecardand email toEmilyPost somethingon Yammerabout themarket orbranchLog yourYTD ONBCaresHoursCompleteyourComplianceTraining forthe quarterDuring a 2-2-2uncover anadditional needand updatetheir CFPReviewReferLive andemail Emilyon what youlearnedGo to anetworkingevent or outon a salescallEmail Emilyyour favoriteONB Valueand whyResharean ONBpost onLinked InOpen aBusinessCheckingAccountOpen a 9or 15month CDGet anapprovedConsumerCredit CardLearn abouta ONBproduct andemail Emilyabout itParticipatein JeansDayGet anapprovedBusinessCredit CardCreate15CFPsOpen anEverydayCheckingAccountPost aninformationalitem onLinked In Open aConsumerMoneyMarket Completeyour RBLearningPathSchedule yourIDP checkupswith Emily(not during1:1)Create alist of 10prospectsGet yourfirst loanpipelinestarted!Completea SRSreferralPull yourPowerBiBranch ActionItems andschedule followupPull yourPowerBIScorecardand email toEmilyPost somethingon Yammerabout themarket orbranchLog yourYTD ONBCaresHoursCompleteyourComplianceTraining 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
I
2
O
3
B
4
O
5
B
6
I
7
G
8
B
9
N
10
G
11
O
12
N
13
I
14
O
15
B
16
N
17
B
18
I
19
G
20
O
21
G
22
G
23
N
24
I
25
N
  1. I-During a 2-2-2 uncover an additional need and update their CFP
  2. O-Review ReferLive and email Emily on what you learned
  3. B-Go to a networking event or out on a sales call
  4. O-Email Emily your favorite ONB Value and why
  5. B-Reshare an ONB post on Linked In
  6. I-Open a Business Checking Account
  7. G-Open a 9 or 15 month CD
  8. B-Get an approved Consumer Credit Card
  9. N-Learn about a ONB product and email Emily about it
  10. G-Participate in Jeans Day
  11. O-Get an approved Business Credit Card
  12. N-Create 15 CFPs
  13. I-Open an Everyday Checking Account
  14. O-Post an informational item on Linked In
  15. B- Open a Consumer Money Market
  16. N-Complete your RB Learning Path
  17. B-Schedule your IDP check ups with Emily (not during 1:1)
  18. I-Create a list of 10 prospects
  19. G-Get your first loan pipeline started!
  20. O-Complete a SRS referral
  21. G-Pull your PowerBi Branch Action Items and schedule follow up
  22. G-Pull your PowerBI Scorecard and email to Emily
  23. N-Post something on Yammer about the market or branch
  24. I-Log your YTD ONB Cares Hours
  25. N-Complete your Compliance Training for the quarter