Obtain 2P&CLeads inone dayBuilt friendlyrapport with3 customers3 ALRLeads inone week30CallsReceive 2Google,Facebook, orYelp reviews20CallsCustomersharesappreciationfor helpprovided :)ALRLeadIdentifyAdditionalLine w/inhouseholdTransferMonolineLead toSales teamReferral2PersonalReferralsPUP Leadlive-transferredto Jason35CallsALR Leadsend 2days in arowReceive aGoogle,Facebook, orYelp review3 totalPUPLeads sentto Jason25CallsCustomerPROMOReferralPersonalReferralPUP Leadsend toJason twodays in arowDiscussMilewise& SAVEcustomer!Obtain 2 referrals in1 week bydiscussingCustomer PROMO($25 GC + 4 Bearstickets)2 ALRLeads inone dayObtain 2P&CLeads inone dayBuilt friendlyrapport with3 customers3 ALRLeads inone week30CallsReceive 2Google,Facebook, orYelp reviews20CallsCustomersharesappreciationfor helpprovided :)ALRLeadIdentifyAdditionalLine w/inhouseholdTransferMonolineLead toSales teamReferral2PersonalReferralsPUP Leadlive-transferredto Jason35CallsALR Leadsend 2days in arowReceive aGoogle,Facebook, orYelp review3 totalPUPLeads sentto Jason25CallsCustomerPROMOReferralPersonalReferralPUP Leadsend toJason twodays in arowDiscussMilewise& SAVEcustomer!Obtain 2 referrals in1 week bydiscussingCustomer PROMO($25 GC + 4 Bearstickets)2 ALRLeads inone day

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