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