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