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