Have a lending conversation Have a CD conversation Celebrate opening a CD "Do you have a vacation in 2025 to save up for?" Learn 1 New Thing About A Regular "Do you expect any large expenses in 2025?" Help a "Becky only" Member Solve a problem only YOU can solve :) Get a referral from a verbal cue Thank a member for their loyalty Help a member with a fraud situation Have a FLP conversation Greet 5 Members Celebrate a team member learning something new Use a member's name in a conversation w/ them Have a MM conversation "Do you need help with retirement planning?" Ask a member about their weekend plans "Do you typically keep your money liquid?" Get a referral from a DNA cue "Do you have any financial goals for 2025?" Help a member with OLB Thank a team member Celebrate a loan approval Have a lending conversation Have a CD conversation Celebrate opening a CD "Do you have a vacation in 2025 to save up for?" Learn 1 New Thing About A Regular "Do you expect any large expenses in 2025?" Help a "Becky only" Member Solve a problem only YOU can solve :) Get a referral from a verbal cue Thank a member for their loyalty Help a member with a fraud situation Have a FLP conversation Greet 5 Members Celebrate a team member learning something new Use a member's name in a conversation w/ them Have a MM conversation "Do you need help with retirement planning?" Ask a member about their weekend plans "Do you typically keep your money liquid?" Get a referral from a DNA cue "Do you have any financial goals for 2025?" Help a member with OLB Thank a team member Celebrate a loan approval
(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-Have a lending conversation
I-Have a CD conversation
E-Celebrate opening a CD
U-"Do you have a vacation in 2025 to save up for?"
G-Learn 1 New Thing About A Regular
U-"Do you expect any large expenses in 2025?"
G-Help a "Becky only" Member
D-Solve a problem only YOU can solve :)
D-Get a referral from a verbal cue
E-Thank a member for their loyalty
D-Help a member with a fraud situation
I-Have a FLP conversation
G-Greet 5 Members
E-Celebrate a team member learning something new
G-Use a member's name in a conversation w/ them
I-Have a MM conversation
U-"Do you need help with retirement planning?"
G-Ask a member about their weekend plans
U-"Do you typically keep your money liquid?"
D-Get a referral from a DNA cue
U-"Do you have any financial goals for 2025?"
D-Help a member with OLB
E-Thank a team member
E-Celebrate a loan approval