Updatingthe CRMafterevery callManuallyadd auser to areportSharingproductsupdatemanuallySendingremindersemailmanuallyLog a callnote inthe CRMSent anemailtemplatetwice a weekfollowingup withinactiveusersManually trackResponsibleGamingtrainingcompletionsCheckdatamanuallySend a textto customerafterrespondingto an emailSendfollows upemail afterrespondingSend amanualfollow upManual datavalidationinstead ofautomatedchecksManuallytagged acontact fora campaignMissed anopportunityfor upsellSendcomplianceremindersmanuallyManualupselltrackingFollow upon overdueinvoicesmanuallyChecked thestatuspaymentstatus of theclub manuallyMeeting withclub could ofbeenautomatedemailCall a clubthat couldhave beenemailedChased aclub for amemberupdateManuallyschedulerecurringmeetingsSendingSatisfactionsurveymanuallyUpdatingthe CRMafterevery callManuallyadd auser to areportSharingproductsupdatemanuallySendingremindersemailmanuallyLog a callnote inthe CRMSent anemailtemplatetwice a weekfollowingup withinactiveusersManually trackResponsibleGamingtrainingcompletionsCheckdatamanuallySend a textto customerafterrespondingto an emailSendfollows upemail afterrespondingSend amanualfollow upManual datavalidationinstead ofautomatedchecksManuallytagged acontact fora campaignMissed anopportunityfor upsellSendcomplianceremindersmanuallyManualupselltrackingFollow upon overdueinvoicesmanuallyChecked thestatuspaymentstatus of theclub manuallyMeeting withclub could ofbeenautomatedemailCall a clubthat couldhave beenemailedChased aclub for amemberupdateManuallyschedulerecurringmeetingsSendingSatisfactionsurveymanually

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