CheckdatamanuallyManuallyadd auser to areportFollow upon overdueinvoicesmanuallySendingSatisfactionsurveymanuallySent anemailtemplatetwice a weekManualupselltrackingfollowingup withinactiveusersSendfollows upemail afterrespondingSharingproductsupdatemanuallyChecked thestatuspaymentstatus of theclub manuallyMissed anopportunityfor upsellUpdatingthe CRMafterevery callSendcomplianceremindersmanuallySend amanualfollow upManual datavalidationinstead ofautomatedchecksSendingremindersemailmanuallyManuallytagged acontact fora campaignSend a textto customerafterrespondingto an emailMeeting withclub could ofbeenautomatedemailManuallyschedulerecurringmeetingsCall a clubthat couldhave beenemailedChased aclub for amemberupdateManually trackResponsibleGamingtrainingcompletionsLog a callnote inthe CRMCheckdatamanuallyManuallyadd auser to areportFollow upon overdueinvoicesmanuallySendingSatisfactionsurveymanuallySent anemailtemplatetwice a weekManualupselltrackingfollowingup withinactiveusersSendfollows upemail afterrespondingSharingproductsupdatemanuallyChecked thestatuspaymentstatus of theclub manuallyMissed anopportunityfor upsellUpdatingthe CRMafterevery callSendcomplianceremindersmanuallySend amanualfollow upManual datavalidationinstead ofautomatedchecksSendingremindersemailmanuallyManuallytagged acontact fora campaignSend a textto customerafterrespondingto an emailMeeting withclub could ofbeenautomatedemailManuallyschedulerecurringmeetingsCall a clubthat couldhave beenemailedChased aclub for amemberupdateManually trackResponsibleGamingtrainingcompletionsLog 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
B
3
G
4
O
5
N
6
G
7
G
8
I
9
G
10
I
11
I
12
N
13
G
14
B
15
O
16
N
17
O
18
I
19
B
20
O
21
I
22
N
23
O
24
B
  1. B-Check data manually
  2. B-Manually add a user to a report
  3. G-Follow up on overdue invoices manually
  4. O-Sending Satisfaction survey manually
  5. N-Sent an email template twice a week
  6. G-Manual upsell tracking
  7. G-following up with inactive users
  8. I-Send follows up email after responding
  9. G-Sharing products update manually
  10. I-Checked the status payment status of the club manually
  11. I-Missed an opportunity for upsell
  12. N-Updating the CRM after every call
  13. G-Send compliance reminders manually
  14. B-Send a manual follow up
  15. O-Manual data validation instead of automated checks
  16. N-Sending reminders email manually
  17. O-Manually tagged a contact for a campaign
  18. I-Send a text to customer after responding to an email
  19. B-Meeting with club could of been automated email
  20. O-Manually schedule recurring meetings
  21. I-Call a club that could have been emailed
  22. N-Chased a club for a member update
  23. O-Manually track Responsible Gaming training completions
  24. B-Log a call note in the CRM