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