Team metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleagueSubmit aNIGO toIGO TaskToday ILearnedCallDocumentevery callduring theweekCall NSLwith a #validquestion(PIN)Submit Non-ERISAForm(BlueNCC Button)for customerSchedule anadvicesession fora participantAsk aboutoutside assetsbringing upinvestmentmixReceive anunsolicitedVM fromparticipantAsk foroutsideassetsduringenrollmentTeam metgoal under12:00 AHTweeklyAsk aboutoutsideassets 5times duringthe day (PIN)F9 NCCRetirementIncomePlanningdocumentSubmit avalid RICReferralCheckBeneficiariesat least 10times duringthe dayComplete 2differentstretches atyour deskTeamVOC>Team ClarkWeeklyTeam RTC>TeamRockwellweeklyToday IlearnedACWunder1:15weeklyReceivea WOW!AlertUNRunder5:00 minsweeklyComplete afollow-up callto aparticipant(PIN)Team metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleagueSubmit aNIGO toIGO TaskToday ILearnedCallDocumentevery callduring theweekCall NSLwith a #validquestion(PIN)Submit Non-ERISAForm(BlueNCC Button)for customerSchedule anadvicesession fora participantAsk aboutoutside assetsbringing upinvestmentmixReceive anunsolicitedVM fromparticipantAsk foroutsideassetsduringenrollmentTeam metgoal under12:00 AHTweeklyAsk aboutoutsideassets 5times duringthe day (PIN)F9 NCCRetirementIncomePlanningdocumentSubmit avalid RICReferralCheckBeneficiariesat least 10times duringthe dayComplete 2differentstretches atyour deskTeamVOC>Team ClarkWeeklyTeam RTC>TeamRockwellweeklyToday IlearnedACWunder1:15weeklyReceivea WOW!AlertUNRunder5:00 minsweeklyComplete afollow-up callto aparticipant(PIN)

TEAM WELLS - Call List

(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.


1
O
2
I
3
O
4
I
5
N
6
I
7
O
8
G
9
G
10
B
11
B
12
I
13
O
14
B
15
B
16
N
17
N
18
G
19
N
20
O
21
B
22
I
23
G
24
G
  1. O-Team met goal above 2.50% RTC weekly
  2. I-Respond to a chat/question from a colleague
  3. O-Submit a NIGO to IGO Task
  4. I-Today I Learned
  5. N-Call Document every call during the week
  6. I-Call NSL with a #valid question (PIN)
  7. O-Submit Non-ERISA Form(Blue NCC Button) for customer
  8. G-Schedule an advice session for a participant
  9. G-Ask about outside assets bringing up investment mix
  10. B-Receive an unsolicited VM from participant
  11. B-Ask for outside assets during enrollment
  12. I-Team met goal under 12:00 AHT weekly
  13. O-Ask about outside assets 5 times during the day (PIN)
  14. B-F9 NCC Retirement Income Planning document
  15. B-Submit a valid RIC Referral
  16. N-Check Beneficiaries at least 10 times during the day
  17. N-Complete 2 different stretches at your desk
  18. G-Team VOC> Team Clark Weekly
  19. N-Team RTC> Team Rockwell weekly
  20. O-Today I learned
  21. B-ACW under 1:15 weekly
  22. I-Receive a WOW! Alert
  23. G-UNR under 5:00 mins weekly
  24. G-Complete a follow-up call to a participant (PIN)