Updatingthe CRMafterevery callSendcomplianceremindersmanuallySharingproductsupdatemanuallyManualupselltrackingManuallyadd auser to areportFollow upon overdueinvoicesmanuallySent anemailtemplatetwice a weekSend amanualfollow upChased aclub for amemberupdateCall a clubthat couldhave beenemailedManual datavalidationinstead ofautomatedchecksfollowingup withinactiveusersChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallyManually trackResponsibleGamingtrainingcompletionsSendingremindersemailmanuallySendfollows upemail afterrespondingSend a textto customerafterrespondingto an emailLog a callnote inthe CRMMeeting withclub could ofbeenautomatedemailCheckdatamanuallyMissed anopportunityfor upsellManuallyschedulerecurringmeetingsManuallytagged acontact fora campaignUpdatingthe CRMafterevery callSendcomplianceremindersmanuallySharingproductsupdatemanuallyManualupselltrackingManuallyadd auser to areportFollow upon overdueinvoicesmanuallySent anemailtemplatetwice a weekSend amanualfollow upChased aclub for amemberupdateCall a clubthat couldhave beenemailedManual datavalidationinstead ofautomatedchecksfollowingup withinactiveusersChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallyManually trackResponsibleGamingtrainingcompletionsSendingremindersemailmanuallySendfollows upemail afterrespondingSend a textto customerafterrespondingto an emailLog a callnote inthe CRMMeeting withclub could ofbeenautomatedemailCheckdatamanuallyMissed anopportunityfor upsellManuallyschedulerecurringmeetingsManuallytagged acontact fora campaign

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