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