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