Send amanualfollow upSendcomplianceremindersmanuallyCall a clubthat couldhave beenemailedChased aclub for amemberupdateUpdatingthe CRMafterevery callSendingSatisfactionsurveymanuallyManually trackResponsibleGamingtrainingcompletionsSendfollows upemail afterrespondingManualupselltrackingfollowingup withinactiveusersManuallytagged acontact fora campaignSendingremindersemailmanuallySent anemailtemplatetwice a weekChecked thestatuspaymentstatus of theclub manuallyMeeting withclub could ofbeenautomatedemailFollow upon overdueinvoicesmanuallyMissed anopportunityfor upsellManual datavalidationinstead ofautomatedchecksCheckdatamanuallyLog a callnote inthe CRMManuallyschedulerecurringmeetingsManuallyadd auser to areportSharingproductsupdatemanuallySend a textto customerafterrespondingto an emailSend amanualfollow upSendcomplianceremindersmanuallyCall a clubthat couldhave beenemailedChased aclub for amemberupdateUpdatingthe CRMafterevery callSendingSatisfactionsurveymanuallyManually trackResponsibleGamingtrainingcompletionsSendfollows upemail afterrespondingManualupselltrackingfollowingup withinactiveusersManuallytagged acontact fora campaignSendingremindersemailmanuallySent anemailtemplatetwice a weekChecked thestatuspaymentstatus of theclub manuallyMeeting withclub could ofbeenautomatedemailFollow upon overdueinvoicesmanuallyMissed anopportunityfor upsellManual datavalidationinstead ofautomatedchecksCheckdatamanuallyLog a callnote inthe CRMManuallyschedulerecurringmeetingsManuallyadd auser to areportSharingproductsupdatemanuallySend a textto customerafterrespondingto an email

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