Use the clients first name at least 3 times on a call Build rapport based on clients background noise Summitted a core policy Asked for referral Complemented a client on the phone (without being weird) Dance to a song playing WHILE pitching DVH 15 completed cases Tell the client a story to build rapport Helped a fellow team member Requested feedback on a call you did not close High Five someone who made a sale Set an appointment Took a 30 minute lunch Smile during an entire call Enrolled Ancillary Write down 3 ways to engage with a client Called an appointment Pitched accident plan Have taken 10 inbounds Completed your task due today Write one of your leaders a nice note Enrolled a PDP Play Rock Paper Scissors with Jared Sent Review Link Use the clients first name at least 3 times on a call Build rapport based on clients background noise Summitted a core policy Asked for referral Complemented a client on the phone (without being weird) Dance to a song playing WHILE pitching DVH 15 completed cases Tell the client a story to build rapport Helped a fellow team member Requested feedback on a call you did not close High Five someone who made a sale Set an appointment Took a 30 minute lunch Smile during an entire call Enrolled Ancillary Write down 3 ways to engage with a client Called an appointment Pitched accident plan Have taken 10 inbounds Completed your task due today Write one of your leaders a nice note Enrolled a PDP Play Rock Paper Scissors with Jared Sent Review Link
(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.
O-Use the clients first name at least 3 times on a call
I-Build rapport based on clients background noise
G-Summitted a core policy
N-Asked for referral
B-Complemented a client on the phone
(without being weird)
N-Dance to a song playing WHILE pitching DVH
N-15 completed cases
N-Tell the client a story to build rapport
O-Helped a fellow team member
G-Requested feedback on a call you did not close
B-High Five someone who made a sale
O-Set an appointment
B-Took a 30 minute lunch
I-Smile during an entire call
G-Enrolled
Ancillary
I-Write down 3 ways to engage with a client
I-Called
an appointment
O-Pitched accident plan
O-Have taken 10 inbounds
I-Completed your task due today
G-Write one of your leaders a nice note
B-Enrolled a PDP
G-Play Rock Paper Scissors with Jared
B-Sent Review Link