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