LOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCsigned acustomerup onOBPP!Delegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientUpdatedyour noteson a freightaccountCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionHad a Riskaccount/contractpaid withintermsAttempt tobuild valueby explainingbenefit ofOBPPCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Gave ahug tosomeoneSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGCOLLECTEDON ANACCOUNTOVER 181+Worked witha client andsupervisor ona paymentplanSubmittedyour Risk fileon time forFebruaryA top 10 criticalaccountbrought currentfor FebruaryPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEOvercome"Unaware ofmonthly LPFfee" objection& collected itGave ateammateacomplimentSetup apaymentinstallment forclient w/past-due renewal731+bucketis at $0Brought atop criticalcustomerto termsReached outto ateammateforassistanceCOMPLETEDAn F-32CASHTRANSFERDe-escalated acustomer tonext levelRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCsigned acustomerup onOBPP!Delegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientUpdatedyour noteson a freightaccountCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionHad a Riskaccount/contractpaid withintermsAttempt tobuild valueby explainingbenefit ofOBPPCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Gave ahug tosomeoneSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGCOLLECTEDON ANACCOUNTOVER 181+Worked witha client andsupervisor ona paymentplanSubmittedyour Risk fileon time forFebruaryA top 10 criticalaccountbrought currentfor FebruaryPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEOvercome"Unaware ofmonthly LPFfee" objection& collected itGave ateammateacomplimentSetup apaymentinstallment forclient w/past-due renewal731+bucketis at $0Brought atop criticalcustomerto termsReached outto ateammateforassistanceCOMPLETEDAn F-32CASHTRANSFERDe-escalated acustomer tonext levelRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelay

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