De-escalated acustomer tonext levelGave ateammateacomplimentA top 10 criticalaccountbrought currentfor FebruarySIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGAttempt tobuild valueby explainingbenefit ofOBPPsigned acustomerup onOBPP!Delegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYReached outto ateammateforassistanceSetup apaymentinstallment forclient w/past-due renewalHad a Riskaccount/contractpaid withintermsWorked witha client andsupervisor ona paymentplanSubmittedyour Risk fileon time forFebruaryCOLLECTEDON ANACCOUNTOVER 181+Gave ahug tosomeoneCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)LOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCOvercome"Unaware ofmonthly LPFfee" objection& collected itUpdatedyour noteson a freightaccountPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUECalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionCOMPLETEDAn F-32CASHTRANSFERScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayBrought atop criticalcustomerto terms731+bucketis at $0De-escalated acustomer tonext levelGave ateammateacomplimentA top 10 criticalaccountbrought currentfor FebruarySIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGAttempt tobuild valueby explainingbenefit ofOBPPsigned acustomerup onOBPP!Delegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYReached outto ateammateforassistanceSetup apaymentinstallment forclient w/past-due renewalHad a Riskaccount/contractpaid withintermsWorked witha client andsupervisor ona paymentplanSubmittedyour Risk fileon time forFebruaryCOLLECTEDON ANACCOUNTOVER 181+Gave ahug tosomeoneCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)LOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCOvercome"Unaware ofmonthly LPFfee" objection& collected itUpdatedyour noteson a freightaccountPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUECalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionCOMPLETEDAn F-32CASHTRANSFERScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayBrought atop criticalcustomerto terms731+bucketis at $0

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