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