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