Had a Riskaccount/contractpaid withintermsDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientUpdatedyour noteson a freightaccountRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayDe-escalated acustomer tonext levelBrought atop criticalcustomerto termsCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)LOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCCOMPLETEDAn F-32CASHTRANSFERReached outto ateammateforassistanceAttempt tobuild valueby explainingbenefit ofOBPPCOLLECTEDON ANACCOUNTOVER 181+A top 10 criticalaccountbrought currentfor FebruarySubmittedyour Risk fileon time forFebruaryCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionWorked witha client andsupervisor ona paymentplanGave ateammateacomplimentSetup apaymentinstallment forclient w/past-due renewalGave ahug tosomeoneSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGsigned acustomerup onOBPP!PLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUE731+bucketis at $0Overcome"Unaware ofmonthly LPFfee" objection& collected itHad a Riskaccount/contractpaid withintermsDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientUpdatedyour noteson a freightaccountRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayDe-escalated acustomer tonext levelBrought atop criticalcustomerto termsCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)LOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCCOMPLETEDAn F-32CASHTRANSFERReached outto ateammateforassistanceAttempt tobuild valueby explainingbenefit ofOBPPCOLLECTEDON ANACCOUNTOVER 181+A top 10 criticalaccountbrought currentfor FebruarySubmittedyour Risk fileon time forFebruaryCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionWorked witha client andsupervisor ona paymentplanGave ateammateacomplimentSetup apaymentinstallment forclient w/past-due renewalGave ahug tosomeoneSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGsigned acustomerup onOBPP!PLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUE731+bucketis at $0Overcome"Unaware ofmonthly LPFfee" objection& collected it

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