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