Mention"SourcingAutomation" on5 calls over thespan of 2 daysRespond to acustomerquestion byasking anotherdiscoveryquestion firstAsk andunderstand howthey arecurrently usingGreenhouseCRMContractamendmentwith sourcingautomationincludedSnippet of agong talk trackyou want tohighlight in#SMB_Ballersfrom an AE callRe-emphasizevalue adds atend of demoand confirmcustomerbuy-inSend a renewalproposal whichincludes onestandard option,and one bundledoptionSend a peerMM AMshoutout in ateam slackchannel or overemailSend a renewalproposal withONLY sourcingautomationbundled inCreate onenew salesreport tailoredto proactiveoutreachAdd one talktrack orsnippet ofcompetitorintel to KlueShare a GHSAcall you wantfeedback onwith your'opposite'managerConvert an oldtier customer tothe new modelincluding GHSAHighlight"GHSA -CSM WorkingSessions" in 7customer callsSend a positivepiece of feedbackby @ mentioning aSMB AMteammate in GongAsk for a "nextstep follow-up call"(ie. demo, check-in) before callends on 5+ callsMention"SourcingAutomation" on5 calls over thespan of 2 daysRespond to acustomerquestion byasking anotherdiscoveryquestion firstAsk andunderstand howthey arecurrently usingGreenhouseCRMContractamendmentwith sourcingautomationincludedSnippet of agong talk trackyou want tohighlight in#SMB_Ballersfrom an AE callRe-emphasizevalue adds atend of demoand confirmcustomerbuy-inSend a renewalproposal whichincludes onestandard option,and one bundledoptionSend a peerMM AMshoutout in ateam slackchannel or overemailSend a renewalproposal withONLY sourcingautomationbundled inCreate onenew salesreport tailoredto proactiveoutreachAdd one talktrack orsnippet ofcompetitorintel to KlueShare a GHSAcall you wantfeedback onwith your'opposite'managerConvert an oldtier customer tothe new modelincluding GHSAHighlight"GHSA -CSM WorkingSessions" in 7customer callsSend a positivepiece of feedbackby @ mentioning aSMB AMteammate in GongAsk for a "nextstep follow-up call"(ie. demo, check-in) before callends on 5+ calls

SMB Account Managment - 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.


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  1. H-Mention "Sourcing Automation" on 5 calls over the span of 2 days
  2. A-Respond to a customer question by asking another discovery question first
  3. A-Ask and understand how they are currently using Greenhouse CRM
  4. G-Contract amendment with sourcing automation included
  5. S-Snippet of a gong talk track you want to highlight in #SMB_Ballers from an AE call
  6. A-Re-emphasize value adds at end of demo and confirm customer buy-in
  7. G-Send a renewal proposal which includes one standard option, and one bundled option
  8. S-Send a peer MM AM shoutout in a team slack channel or over email
  9. G-Send a renewal proposal with ONLY sourcing automation bundled in
  10. H-Create one new sales report tailored to proactive outreach
  11. A-Add one talk track or snippet of competitor intel to Klue
  12. S-Share a GHSA call you want feedback on with your 'opposite' manager
  13. G-Convert an old tier customer to the new model including GHSA
  14. H-Highlight "GHSA - CSM Working Sessions" in 7 customer calls
  15. S-Send a positive piece of feedback by @ mentioning a SMB AM teammate in Gong
  16. H-Ask for a "next step follow-up call" (ie. demo, check-in) before call ends on 5+ calls