CheckdatamanuallyUpdatingthe CRMafterevery callManualupselltrackingSharingproductsupdatemanuallyfollowingup withinactiveusersManuallyschedulerecurringmeetingsMissed anopportunityfor upsellSendcomplianceremindersmanuallyManually trackResponsibleGamingtrainingcompletionsSent anemailtemplatetwice a weekManual datavalidationinstead ofautomatedchecksSendingSatisfactionsurveymanuallyCall a clubthat couldhave beenemailedChased aclub for amemberupdateSendfollows upemail afterrespondingSend amanualfollow upChecked thestatuspaymentstatus of theclub manuallyFollow upon overdueinvoicesmanuallyManuallytagged acontact fora campaignSendingremindersemailmanuallyManuallyadd auser to areportMeeting withclub could ofbeenautomatedemailSend a textto customerafterrespondingto an emailLog a callnote inthe CRMCheckdatamanuallyUpdatingthe CRMafterevery callManualupselltrackingSharingproductsupdatemanuallyfollowingup withinactiveusersManuallyschedulerecurringmeetingsMissed anopportunityfor upsellSendcomplianceremindersmanuallyManually trackResponsibleGamingtrainingcompletionsSent anemailtemplatetwice a weekManual datavalidationinstead ofautomatedchecksSendingSatisfactionsurveymanuallyCall a clubthat couldhave beenemailedChased aclub for amemberupdateSendfollows upemail afterrespondingSend amanualfollow upChecked thestatuspaymentstatus of theclub manuallyFollow upon overdueinvoicesmanuallyManuallytagged acontact fora campaignSendingremindersemailmanuallyManuallyadd auser to areportMeeting withclub could ofbeenautomatedemailSend a textto customerafterrespondingto an emailLog a callnote inthe CRM

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