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