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