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