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