Called a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionWorked witha client andsupervisor ona paymentplanDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEGave ateammateacomplimentCOLLECTEDON ANACCOUNTOVER 181+Attempt tobuild valueby explainingbenefit ofOBPPSubmittedyour Risk fileon time forFebruaryUpdatedyour noteson a freightaccountDe-escalated acustomer tonext levelGave ahug tosomeoneCOMPLETEDAn F-32CASHTRANSFER731+bucketis at $0Collect on anaccount thathasn't paidsince 2021(w/clientcontact!)Setup apaymentinstallment forclient w/past-due renewalBrought atop criticalcustomerto termssigned acustomerup onOBPP!Reached outto ateammateforassistanceHad a Riskaccount/contractpaid withintermsLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayA top 10 criticalaccountbrought currentfor FebruaryOvercome"Unaware ofmonthly LPFfee" objection& collected itSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionWorked witha client andsupervisor ona paymentplanDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEGave ateammateacomplimentCOLLECTEDON ANACCOUNTOVER 181+Attempt tobuild valueby explainingbenefit ofOBPPSubmittedyour Risk fileon time forFebruaryUpdatedyour noteson a freightaccountDe-escalated acustomer tonext levelGave ahug tosomeoneCOMPLETEDAn F-32CASHTRANSFER731+bucketis at $0Collect on anaccount thathasn't paidsince 2021(w/clientcontact!)Setup apaymentinstallment forclient w/past-due renewalBrought atop criticalcustomerto termssigned acustomerup onOBPP!Reached outto ateammateforassistanceHad a Riskaccount/contractpaid withintermsLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayA top 10 criticalaccountbrought currentfor FebruaryOvercome"Unaware ofmonthly LPFfee" objection& collected itSIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORY

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