ask customer about family, job, or vacation checking referral savings referral financial review savings referral sold checking loan application sold e- statement 20 referrals 5 referrals sold savings CD referral cheeks in the seat 15 referrals safe deposit box referral meaningful conversation about an auto loan sold e- statement meaningful conversation about a home loan savings referral 10 referrals checking referral loan referral financial review send customer to office for product discussion 1 referral heloc application ask customer about family, job, or vacation checking referral savings referral financial review savings referral sold checking loan application sold e- statement 20 referrals 5 referrals sold savings CD referral cheeks in the seat 15 referrals safe deposit box referral meaningful conversation about an auto loan sold e- statement meaningful conversation about a home loan savings referral 10 referrals checking referral loan referral financial review send customer to office for product discussion 1 referral heloc application
(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.
I-ask customer about family, job, or vacation
N-checking referral
N-savings referral
G-financial review
B-savings referral
N-sold checking
G-loan application
I-sold e-statement
B-20 referrals
N-5
referrals
O-sold savings
G-CD referral
B-cheeks in the seat
O-15 referrals
I-safe deposit box referral
G-meaningful conversation about an auto loan
O-sold e-statement
O-meaningful conversation about a home loan
B-savings referral
G-10 referrals
I-checking referral
O-loan referral
B-financial review
N-send customer to office for product discussion
I-1 referral
B-heloc application