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