Updatingthe CRMafterevery callChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallyManual datavalidationinstead ofautomatedchecksManuallyadd auser to areportManualupselltrackingSend amanualfollow upManuallyschedulerecurringmeetingsFollow upon overdueinvoicesmanuallyfollowingup withinactiveusersChased aclub for amemberupdateSent anemailtemplatetwice a weekManuallytagged acontact fora campaignSend a textto customerafterrespondingto an emailCheckdatamanuallyMeeting withclub could ofbeenautomatedemailMissed anopportunityfor upsellSharingproductsupdatemanuallySendfollows upemail afterrespondingSendingremindersemailmanuallyLog a callnote inthe CRMCall a clubthat couldhave beenemailedManually trackResponsibleGamingtrainingcompletionsSendcomplianceremindersmanuallyUpdatingthe CRMafterevery callChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallyManual datavalidationinstead ofautomatedchecksManuallyadd auser to areportManualupselltrackingSend amanualfollow upManuallyschedulerecurringmeetingsFollow upon overdueinvoicesmanuallyfollowingup withinactiveusersChased aclub for amemberupdateSent anemailtemplatetwice a weekManuallytagged acontact fora campaignSend a textto customerafterrespondingto an emailCheckdatamanuallyMeeting withclub could ofbeenautomatedemailMissed anopportunityfor upsellSharingproductsupdatemanuallySendfollows upemail afterrespondingSendingremindersemailmanuallyLog a callnote inthe CRMCall a clubthat couldhave beenemailedManually trackResponsibleGamingtrainingcompletionsSendcomplianceremindersmanually

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