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