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