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