Delegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientCOMPLETEDAn F-32CASHTRANSFERScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Worked witha client andsupervisor ona paymentplanGave ateammateacomplimentGave ahug tosomeonePLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEOvercome"Unaware ofmonthly LPFfee" objection& collected itRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionHad a Riskaccount/contractpaid withintermsSubmittedyour Risk fileon time forFebruaryLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCBrought atop criticalcustomerto termsCOLLECTEDON ANACCOUNTOVER 181+731+bucketis at $0Attempt tobuild valueby explainingbenefit ofOBPPSetup apaymentinstallment forclient w/past-due renewalSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGReached outto ateammateforassistanceA top 10 criticalaccountbrought currentfor Februarysigned acustomerup onOBPP!De-escalated acustomer tonext levelUpdatedyour noteson a freightaccountDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientCOMPLETEDAn F-32CASHTRANSFERScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Worked witha client andsupervisor ona paymentplanGave ateammateacomplimentGave ahug tosomeonePLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEOvercome"Unaware ofmonthly LPFfee" objection& collected itRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionHad a Riskaccount/contractpaid withintermsSubmittedyour Risk fileon time forFebruaryLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCBrought atop criticalcustomerto termsCOLLECTEDON ANACCOUNTOVER 181+731+bucketis at $0Attempt tobuild valueby explainingbenefit ofOBPPSetup apaymentinstallment forclient w/past-due renewalSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGReached outto ateammateforassistanceA top 10 criticalaccountbrought currentfor Februarysigned acustomerup onOBPP!De-escalated acustomer tonext levelUpdatedyour noteson a freightaccount

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