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