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