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