Scheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientCOLLECTEDON ANACCOUNTOVER 181+Attempt tobuild valueby explainingbenefit ofOBPPDe-escalated acustomer tonext levelGave ateammateacomplimentBrought atop criticalcustomerto termsCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEOvercome"Unaware ofmonthly LPFfee" objection& collected itA top 10 criticalaccountbrought currentfor FebruarySetup apaymentinstallment forclient w/past-due renewalReached outto ateammateforassistance731+bucketis at $0signed acustomerup onOBPP!SIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYUpdatedyour noteson a freightaccountWorked witha client andsupervisor ona paymentplanSubmittedyour Risk fileon time forFebruaryLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Gave ahug tosomeoneHad a Riskaccount/contractpaid withintermsCOMPLETEDAn F-32CASHTRANSFERScheduled aTeams meetingwith a client orSales for paymentdetails/reason fordelayDelegated an emailto the right partyeven though youwere one of many inthe "to" field but wasnot sent to properdepartment by clientCOLLECTEDON ANACCOUNTOVER 181+Attempt tobuild valueby explainingbenefit ofOBPPDe-escalated acustomer tonext levelGave ateammateacomplimentBrought atop criticalcustomerto termsCalled a customerdirectly for paymenton 1st attempt FORIMMEDIATEpayment resolutionPLACED ADELINQUENTCUSTOMER ON STOPSERVICE NONPAYMENT/PUROLATORISSUEOvercome"Unaware ofmonthly LPFfee" objection& collected itA top 10 criticalaccountbrought currentfor FebruarySetup apaymentinstallment forclient w/past-due renewalReached outto ateammateforassistance731+bucketis at $0signed acustomerup onOBPP!SIGNED ACUSTOMERUP FORFREIGHTONLINEBILLINGRESOLVED ANDRECEIVEDPAYMENT ON ANOLD ACCOUNTWITH NOPAYMENTHISTORYUpdatedyour noteson a freightaccountWorked witha client andsupervisor ona paymentplanSubmittedyour Risk fileon time forFebruaryLOCATED AMISAPPLIEDPAYMENTAND SENTTO PPCCollect on anaccount thathasn't paidsince 2021(w/clientcontact!)Gave ahug tosomeoneHad a Riskaccount/contractpaid withintermsCOMPLETEDAn F-32CASHTRANSFER

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