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