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