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