Log a callnote inthe CRMMissed anopportunityfor upsellMeeting withclub could ofbeenautomatedemailSent anemailtemplatetwice a weekManuallyschedulerecurringmeetingsManualupselltrackingfollowingup withinactiveusersManually trackResponsibleGamingtrainingcompletionsChased aclub for amemberupdateUpdatingthe CRMafterevery callSendcomplianceremindersmanuallyManual datavalidationinstead ofautomatedchecksSend amanualfollow upSharingproductsupdatemanuallyManuallytagged acontact fora campaignSendingSatisfactionsurveymanuallyChecked thestatuspaymentstatus of theclub manuallyFollow upon overdueinvoicesmanuallyCall a clubthat couldhave beenemailedSend a textto customerafterrespondingto an emailSendingremindersemailmanuallyManuallyadd auser to areportSendfollows upemail afterrespondingCheckdatamanuallyLog a callnote inthe CRMMissed anopportunityfor upsellMeeting withclub could ofbeenautomatedemailSent anemailtemplatetwice a weekManuallyschedulerecurringmeetingsManualupselltrackingfollowingup withinactiveusersManually trackResponsibleGamingtrainingcompletionsChased aclub for amemberupdateUpdatingthe CRMafterevery callSendcomplianceremindersmanuallyManual datavalidationinstead ofautomatedchecksSend amanualfollow upSharingproductsupdatemanuallyManuallytagged acontact fora campaignSendingSatisfactionsurveymanuallyChecked thestatuspaymentstatus of theclub manuallyFollow upon overdueinvoicesmanuallyCall a clubthat couldhave beenemailedSend a textto customerafterrespondingto an emailSendingremindersemailmanuallyManuallyadd auser to areportSendfollows upemail afterrespondingCheckdatamanually

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