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