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