Attempt tobuild valueby explainingbenefit ofOBPPUpdatedyour noteson a freightaccountSetup apaymentinstallment forclient w/past-due renewalWorked witha client andsupervisor ona paymentplanOvercome"Unaware ofmonthly LPFfee" objection& collected itCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Gave ateammateacomplimentHad a Riskaccount/contractpaid withintermsLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYsigned acustomerup onOBPP!SIGNED ACUSTOMERUP FORFREIGHTONLINEBILLING731+bucketis at $0De-escalated acustomer tonext levelPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUECOLLECTEDON ANACCOUNTOVER 181+COMPLETEDAn F-32CASHTRANSFERDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientBrought atop criticalcustomerto termsGave ahug tosomeoneSubmittedyour Risk fileon time forFebruaryA top 10 criticalaccountbrought currentfor FebruaryScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionReached outto ateammateforassistanceAttempt tobuild valueby explainingbenefit ofOBPPUpdatedyour noteson a freightaccountSetup apaymentinstallment forclient w/past-due renewalWorked witha client andsupervisor ona paymentplanOvercome"Unaware ofmonthly LPFfee" objection& collected itCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Gave ateammateacomplimentHad a Riskaccount/contractpaid withintermsLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYsigned acustomerup onOBPP!SIGNED ACUSTOMERUP FORFREIGHTONLINEBILLING731+bucketis at $0De-escalated acustomer tonext levelPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUECOLLECTEDON ANACCOUNTOVER 181+COMPLETEDAn F-32CASHTRANSFERDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientBrought atop criticalcustomerto termsGave ahug tosomeoneSubmittedyour Risk fileon time forFebruaryA top 10 criticalaccountbrought currentfor FebruaryScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionReached outto ateammateforassistance

COLLECTIONS - 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
N
2
N
3
G
4
B
5
B
6
G
7
N
8
O
9
O
10
O
11
I
12
I
13
O
14
G
15
I
16
N
17
B
18
B
19
O
20
N
21
I
22
G
23
I
24
B
25
G
  1. N-Attempt to build value by explaining benefit of OBPP
  2. N-Updated your notes on a freight account
  3. G-Setup a payment installment for client w/past-due renewal
  4. B-Worked with a client and supervisor on a payment plan
  5. B-Overcome "Unaware of monthly LPF fee" objection & collected it
  6. G-Collect on an account that hasn't paid since 2021 (w/client contact!)
  7. N-Gave a teammate a compliment
  8. O-Had a Risk account /contract paid within terms
  9. O-LOCATED A MISAPPLIED PAYMENT AND SENT TO PPC
  10. O-RESOLVED AND RECEIVED PAYMENT ON AN OLD ACCOUNT WITH NO PAYMENT HISTORY
  11. I-signed a customer up on OBPP!
  12. I-SIGNED A CUSTOMER UP FOR FREIGHT ONLINE BILLING
  13. O-731+ bucket is at $0
  14. G-De-escalated a customer to next level
  15. I-PLACED A DELINQUENT CUSTOMER ON STOP SERVICE NON PAYMENT/PUROLATOR ISSUE
  16. N-COLLECTED ON AN ACCOUNT OVER 181+
  17. B-COMPLETED An F-32 CASH TRANSFER
  18. B-Delegated an email to the right party even though you were one of many in the "to" field but was not sent to proper department by client
  19. O-Brought a top critical customer to terms
  20. N-Gave a hug to someone
  21. I-Submitted your Risk file on time for February
  22. G-A top 10 critical account brought current for February
  23. I-Scheduled a Teams meeting with a client or Sales for payment details/reason for delay
  24. B-Called a customer directly for payment on 1st attempt FOR IMMEDIATE payment resolution
  25. G-Reached out to a teammate for assistance