Sent anemailtemplatetwice a weekfollowingup withinactiveusersSendingSatisfactionsurveymanuallyManuallyschedulerecurringmeetingsSendfollows upemail afterrespondingManuallytagged acontact fora campaignSend amanualfollow upLog a callnote inthe CRMUpdatingthe CRMafterevery callMeeting withclub could ofbeenautomatedemailManuallyadd auser to areportMissed anopportunityfor upsellManually trackResponsibleGamingtrainingcompletionsSendcomplianceremindersmanuallyCheckdatamanuallyManual datavalidationinstead ofautomatedchecksCall a clubthat couldhave beenemailedManualupselltrackingChecked thestatuspaymentstatus of theclub manuallyChased aclub for amemberupdateSend a textto customerafterrespondingto an emailSendingremindersemailmanuallySharingproductsupdatemanuallyFollow upon overdueinvoicesmanuallySent anemailtemplatetwice a weekfollowingup withinactiveusersSendingSatisfactionsurveymanuallyManuallyschedulerecurringmeetingsSendfollows upemail afterrespondingManuallytagged acontact fora campaignSend amanualfollow upLog a callnote inthe CRMUpdatingthe CRMafterevery callMeeting withclub could ofbeenautomatedemailManuallyadd auser to areportMissed anopportunityfor upsellManually trackResponsibleGamingtrainingcompletionsSendcomplianceremindersmanuallyCheckdatamanuallyManual datavalidationinstead ofautomatedchecksCall a clubthat couldhave beenemailedManualupselltrackingChecked thestatuspaymentstatus of theclub manuallyChased aclub for amemberupdateSend a textto customerafterrespondingto an emailSendingremindersemailmanuallySharingproductsupdatemanuallyFollow upon overdueinvoicesmanually

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