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