Worked witha client andsupervisor ona paymentplanGave ateammateacomplimentUpdatedyour noteson a freightaccountSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGAttempt tobuild valueby explainingbenefit ofOBPPBrought atop criticalcustomerto termsSetup apaymentinstallment forclient w/past-due renewalCOLLECTEDON ANACCOUNTOVER 181+LOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientSubmittedyour Risk fileon time forFebruaryPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEHad a Riskaccount/contractpaid withinterms731+bucketis at $0signed acustomerup onOBPP!Collect on anaccount thathasn't paidsince 2021(w/clientcontact!)A top 10 criticalaccountbrought currentfor FebruaryDe-escalated acustomer tonext levelReached outto ateammateforassistanceCOMPLETEDAn F-32CASHTRANSFERCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYOvercome"Unaware ofmonthly LPFfee" objection& collected itScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayGave ahug tosomeoneWorked witha client andsupervisor ona paymentplanGave ateammateacomplimentUpdatedyour noteson a freightaccountSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGAttempt tobuild valueby explainingbenefit ofOBPPBrought atop criticalcustomerto termsSetup apaymentinstallment forclient w/past-due renewalCOLLECTEDON ANACCOUNTOVER 181+LOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientSubmittedyour Risk fileon time forFebruaryPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEHad a Riskaccount/contractpaid withinterms731+bucketis at $0signed acustomerup onOBPP!Collect on anaccount thathasn't paidsince 2021(w/clientcontact!)A top 10 criticalaccountbrought currentfor FebruaryDe-escalated acustomer tonext levelReached outto ateammateforassistanceCOMPLETEDAn F-32CASHTRANSFERCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYOvercome"Unaware ofmonthly LPFfee" objection& collected itScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayGave ahug tosomeone

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