CustomerPROMOReferral35CallsPUP Leadsend toJason twodays in arowBuilt friendlyrapport with3 customersIdentifyAdditionalLine w/inhouseholdALR Leadsend 2days in arowCustomersharesappreciationfor helpprovided :)2PersonalReferralsObtain 2P&CLeads inone day20CallsDiscussMilewise& SAVEcustomer!Obtain 2 referrals in1 week bydiscussingCustomer PROMO($25 GC + 4 Bearstickets)PUP Leadlive-transferredto JasonPersonalReferral2 ALRLeads inone day3 totalPUPLeads sentto JasonALRLead25CallsReferralReceive 2Google,Facebook, orYelp reviews3 ALRLeads inone week30CallsReceive aGoogle,Facebook, orYelp reviewTransferMonolineLead toSales teamCustomerPROMOReferral35CallsPUP Leadsend toJason twodays in arowBuilt friendlyrapport with3 customersIdentifyAdditionalLine w/inhouseholdALR Leadsend 2days in arowCustomersharesappreciationfor helpprovided :)2PersonalReferralsObtain 2P&CLeads inone day20CallsDiscussMilewise& SAVEcustomer!Obtain 2 referrals in1 week bydiscussingCustomer PROMO($25 GC + 4 Bearstickets)PUP Leadlive-transferredto JasonPersonalReferral2 ALRLeads inone day3 totalPUPLeads sentto JasonALRLead25CallsReferralReceive 2Google,Facebook, orYelp reviews3 ALRLeads inone week30CallsReceive aGoogle,Facebook, orYelp reviewTransferMonolineLead toSales team

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