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