Provide acustomerobjective youwould like toachieve by theEOYCall to checkin with onecustomercontactweeklyHave a 1:1meeting withCM Directorand CMLeadProvide an emailupdate to sales repon all of their accountand cc AM Director(i.e. Opportunities,Trends, Service,Engagements, etc.)Close out allopen issuetickets inyour nameNegotiate alower OOPexpense tothe carrierwith CM teamAudit andupdateShipper profilefor at least onecustomerAttend alunchand learnSet up at least1 meeting withyour AOps repto discussaccount healthHave at leastone 1:1meeting withNFI peerResolve20 newissueticketsGetapprovalon anaccessorialManuallyquote 20loads inSQTUpdate atleast 5missing priceagreementrecordCheck nolinehaul reportdaily andupdate Starklinehaul ratesas neededHave acustomermeetingUpdateupcoming rfpsheet with datesof all networkwide RFPscoming in Q4Helpaccountingwith ARissueCompleteone training/ course inUKGAudit andupdate AARlogic for at leastone customer’sprimary, backup,and spot tendersSchedule anappointmentusing a TMSAskcustomer forrate relief ona negativemargin loadSetup aQBRbefore theEOYBe a resourceto anyoneoutside of theAM org to helpresolve anissueProvide acustomerobjective youwould like toachieve by theEOYCall to checkin with onecustomercontactweeklyHave a 1:1meeting withCM Directorand CMLeadProvide an emailupdate to sales repon all of their accountand cc AM Director(i.e. Opportunities,Trends, Service,Engagements, etc.)Close out allopen issuetickets inyour nameNegotiate alower OOPexpense tothe carrierwith CM teamAudit andupdateShipper profilefor at least onecustomerAttend alunchand learnSet up at least1 meeting withyour AOps repto discussaccount healthHave at leastone 1:1meeting withNFI peerResolve20 newissueticketsGetapprovalon anaccessorialManuallyquote 20loads inSQTUpdate atleast 5missing priceagreementrecordCheck nolinehaul reportdaily andupdate Starklinehaul ratesas neededHave acustomermeetingUpdateupcoming rfpsheet with datesof all networkwide RFPscoming in Q4Helpaccountingwith ARissueCompleteone training/ course inUKGAudit andupdate AARlogic for at leastone customer’sprimary, backup,and spot tendersSchedule anappointmentusing a TMSAskcustomer forrate relief ona negativemargin loadSetup aQBRbefore theEOYBe a resourceto anyoneoutside of theAM org to helpresolve anissue

Untitled Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Provide a customer objective you would like to achieve by the EOY
  2. Call to check in with one customer contact weekly
  3. Have a 1:1 meeting with CM Director and CM Lead
  4. Provide an email update to sales rep on all of their account and cc AM Director (i.e. Opportunities, Trends, Service, Engagements, etc.)
  5. Close out all open issue tickets in your name
  6. Negotiate a lower OOP expense to the carrier with CM team
  7. Audit and update Shipper profile for at least one customer
  8. Attend a lunch and learn
  9. Set up at least 1 meeting with your AOps rep to discuss account health
  10. Have at least one 1:1 meeting with NFI peer
  11. Resolve 20 new issue tickets
  12. Get approval on an accessorial
  13. Manually quote 20 loads in SQT
  14. Update at least 5 missing price agreement record
  15. Check no linehaul report daily and update Stark linehaul rates as needed
  16. Have a customer meeting
  17. Update upcoming rfp sheet with dates of all network wide RFPs coming in Q4
  18. Help accounting with AR issue
  19. Complete one training / course in UKG
  20. Audit and update AAR logic for at least one customer’s primary, backup, and spot tenders
  21. Schedule an appointment using a TMS
  22. Ask customer for rate relief on a negative margin load
  23. Setup a QBR before the EOY
  24. Be a resource to anyone outside of the AM org to help resolve an issue