Sendfollows upemail afterrespondingSend amanualfollow upManuallyschedulerecurringmeetingsfollowingup withinactiveusersManuallytagged acontact fora campaignMeeting withclub could ofbeenautomatedemailChased aclub for amemberupdateCheckdatamanuallySendingSatisfactionsurveymanuallySendcomplianceremindersmanuallyManual datavalidationinstead ofautomatedchecksMissed anopportunityfor upsellUpdatingthe CRMafterevery callSharingproductsupdatemanuallyManually trackResponsibleGamingtrainingcompletionsLog a callnote inthe CRMManualupselltrackingSent anemailtemplatetwice a weekSendingremindersemailmanuallyFollow upon overdueinvoicesmanuallyChecked thestatuspaymentstatus of theclub manuallySend a textto customerafterrespondingto an emailManuallyadd auser to areportCall a clubthat couldhave beenemailedSendfollows upemail afterrespondingSend amanualfollow upManuallyschedulerecurringmeetingsfollowingup withinactiveusersManuallytagged acontact fora campaignMeeting withclub could ofbeenautomatedemailChased aclub for amemberupdateCheckdatamanuallySendingSatisfactionsurveymanuallySendcomplianceremindersmanuallyManual datavalidationinstead ofautomatedchecksMissed anopportunityfor upsellUpdatingthe CRMafterevery callSharingproductsupdatemanuallyManually trackResponsibleGamingtrainingcompletionsLog a callnote inthe CRMManualupselltrackingSent anemailtemplatetwice a weekSendingremindersemailmanuallyFollow upon overdueinvoicesmanuallyChecked thestatuspaymentstatus of theclub manuallySend a textto customerafterrespondingto an emailManuallyadd auser to areportCall a clubthat couldhave beenemailed

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