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