Updated 5 Financial Goals Home Equity Loan Appt Short Term Loan App 10 Member Reviews Completed Credit Card App Closed Wealth Lead Made 5 Calls Closed 5 teller leads Complete business member review Wealth Appt 10 Member Reviews Completed Call business relationship review call Application from outbound phone call Wealth Appt Home Equity Line of Credit Appt Business Credit card app Hold a morning huddle Complete business member review Created prospect list- min 5 Booked appt from outbound phone call 5 Outbound Calls Completed New Business Shares $ Updated Financial Goals Business Loan App Updated 5 Financial Goals Home Equity Loan Appt Short Term Loan App 10 Member Reviews Completed Credit Card App Closed Wealth Lead Made 5 Calls Closed 5 teller leads Complete business member review Wealth Appt 10 Member Reviews Completed Call business relationship review call Application from outbound phone call Wealth Appt Home Equity Line of Credit Appt Business Credit card app Hold a morning huddle Complete business member review Created prospect list- min 5 Booked appt from outbound phone call 5 Outbound Calls Completed New Business Shares $ Updated Financial Goals Business Loan App
(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.
N-Updated 5 Financial Goals
O-Home Equity Loan Appt
N-Short Term Loan App
B-10 Member Reviews Completed
O-Credit Card App
O-Closed Wealth Lead
N-Made 5 Calls
G-Closed 5 teller leads
I-Complete business member review
B-Wealth Appt
I-10 Member Reviews Completed
O-Call business relationship review call
B-Application from outbound phone call
G-Wealth Appt
I-Home Equity Line of Credit Appt
I-Business Credit card app
G-Hold a morning huddle
G-Complete business member review
B-Created prospect list- min 5
O-Booked appt from outbound phone call
I-5 Outbound Calls Completed
N-New Business Shares $
B-Updated Financial Goals
G-Business Loan App