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