SendingremindersemailmanuallyFollow upon overdueinvoicesmanuallySendcomplianceremindersmanuallyUpdatingthe CRMafterevery callSendfollows upemail afterrespondingChased aclub for amemberupdateManuallytagged acontact fora campaignCheckdatamanuallySent anemailtemplatetwice a weekManually trackResponsibleGamingtrainingcompletionsChecked thestatuspaymentstatus of theclub manuallyLog a callnote inthe CRMSend a textto customerafterrespondingto an emailMissed anopportunityfor upsellSend amanualfollow upManuallyschedulerecurringmeetingsCall a clubthat couldhave beenemailedSendingSatisfactionsurveymanuallySharingproductsupdatemanuallyManualupselltrackingfollowingup withinactiveusersManual datavalidationinstead ofautomatedchecksManuallyadd auser to areportMeeting withclub could ofbeenautomatedemailSendingremindersemailmanuallyFollow upon overdueinvoicesmanuallySendcomplianceremindersmanuallyUpdatingthe CRMafterevery callSendfollows upemail afterrespondingChased aclub for amemberupdateManuallytagged acontact fora campaignCheckdatamanuallySent anemailtemplatetwice a weekManually trackResponsibleGamingtrainingcompletionsChecked thestatuspaymentstatus of theclub manuallyLog a callnote inthe CRMSend a textto customerafterrespondingto an emailMissed anopportunityfor upsellSend amanualfollow upManuallyschedulerecurringmeetingsCall a clubthat couldhave beenemailedSendingSatisfactionsurveymanuallySharingproductsupdatemanuallyManualupselltrackingfollowingup withinactiveusersManual datavalidationinstead ofautomatedchecksManuallyadd auser to areportMeeting withclub could ofbeenautomatedemail

AUTOMATION IDEAS - 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
N
2
G
3
G
4
N
5
I
6
N
7
O
8
B
9
N
10
O
11
I
12
B
13
I
14
I
15
B
16
O
17
I
18
O
19
G
20
G
21
G
22
O
23
B
24
B
  1. N-Sending reminders email manually
  2. G-Follow up on overdue invoices manually
  3. G-Send compliance reminders manually
  4. N-Updating the CRM after every call
  5. I-Send follows up email after responding
  6. N-Chased a club for a member update
  7. O-Manually tagged a contact for a campaign
  8. B-Check data manually
  9. N-Sent an email template twice a week
  10. O-Manually track Responsible Gaming training completions
  11. I-Checked the status payment status of the club manually
  12. B-Log a call note in the CRM
  13. I-Send a text to customer after responding to an email
  14. I-Missed an opportunity for upsell
  15. B-Send a manual follow up
  16. O-Manually schedule recurring meetings
  17. I-Call a club that could have been emailed
  18. O-Sending Satisfaction survey manually
  19. G-Sharing products update manually
  20. G-Manual upsell tracking
  21. G-following up with inactive users
  22. O-Manual data validation instead of automated checks
  23. B-Manually add a user to a report
  24. B-Meeting with club could of been automated email