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