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