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