TransferMonolineLead toSales team2 ALRLeads inone dayBuilt friendlyrapport with3 customers3 totalPUPLeads sentto Jason25CallsALRLeadPUP Leadlive-transferredto JasonObtain 2P&CLeads inone dayPUP Leadsend toJason twodays in arow2PersonalReferralsObtain 2 referrals in1 week bydiscussingCustomer PROMO($25 GC + 4 Bearstickets)CustomerPROMOReferral3 ALRLeads inone weekDiscussMilewise& SAVEcustomer!35CallsReferral20Calls30CallsPersonalReferralReceive 2Google,Facebook, orYelp reviewsIdentifyAdditionalLine w/inhouseholdALR Leadsend 2days in arowCustomersharesappreciationfor helpprovided :)Receive aGoogle,Facebook, orYelp reviewTransferMonolineLead toSales team2 ALRLeads inone dayBuilt friendlyrapport with3 customers3 totalPUPLeads sentto Jason25CallsALRLeadPUP Leadlive-transferredto JasonObtain 2P&CLeads inone dayPUP Leadsend toJason twodays in arow2PersonalReferralsObtain 2 referrals in1 week bydiscussingCustomer PROMO($25 GC + 4 Bearstickets)CustomerPROMOReferral3 ALRLeads inone weekDiscussMilewise& SAVEcustomer!35CallsReferral20Calls30CallsPersonalReferralReceive 2Google,Facebook, orYelp reviewsIdentifyAdditionalLine w/inhouseholdALR Leadsend 2days in arowCustomersharesappreciationfor helpprovided :)Receive aGoogle,Facebook, orYelp review

CSR Team - Call List

(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.


1
I
2
I
3
I
4
B
5
I
6
O
7
I
8
B
9
O
10
B
11
N
12
G
13
O
14
O
15
N
16
N
17
B
18
G
19
G
20
O
21
N
22
G
23
B
24
G
  1. I-Transfer Monoline Lead to Sales team
  2. I-2 ALR Leads in one day
  3. I-Built friendly rapport with 3 customers
  4. B-3 total PUP Leads sent to Jason
  5. I-25 Calls
  6. O-ALR Lead
  7. I-PUP Lead live-transferred to Jason
  8. B-Obtain 2 P&C Leads in one day
  9. O-PUP Lead send to Jason two days in a row
  10. B-2 Personal Referrals
  11. N-Obtain 2 referrals in 1 week by discussing Customer PROMO ($25 GC + 4 Bears tickets)
  12. G-Customer PROMO Referral
  13. O-3 ALR Leads in one week
  14. O-Discuss Milewise & SAVE customer!
  15. N-35 Calls
  16. N-Referral
  17. B-20 Calls
  18. G-30 Calls
  19. G-Personal Referral
  20. O-Receive 2 Google, Facebook, or Yelp reviews
  21. N-Identify Additional Line w/in household
  22. G-ALR Lead send 2 days in a row
  23. B-Customer shares appreciation for help provided :)
  24. G-Receive a Google, Facebook, or Yelp review