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