Call a clubthat couldhave beenemailedSendfollows upemail afterrespondingLog a callnote inthe CRMSend a textto customerafterrespondingto an emailSendingSatisfactionsurveymanuallyfollowingup withinactiveusersCheckdatamanuallySendingremindersemailmanuallyUpdatingthe CRMafterevery callManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsManualupselltrackingSharingproductsupdatemanuallyFollow upon overdueinvoicesmanuallyManually trackResponsibleGamingtrainingcompletionsSent anemailtemplatetwice a weekSendcomplianceremindersmanuallyManuallyadd auser to areportManual datavalidationinstead ofautomatedchecksChecked thestatuspaymentstatus of theclub manuallyChased aclub for amemberupdateMissed anopportunityfor upsellMeeting withclub could ofbeenautomatedemailSend amanualfollow upCall a clubthat couldhave beenemailedSendfollows upemail afterrespondingLog a callnote inthe CRMSend a textto customerafterrespondingto an emailSendingSatisfactionsurveymanuallyfollowingup withinactiveusersCheckdatamanuallySendingremindersemailmanuallyUpdatingthe CRMafterevery callManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsManualupselltrackingSharingproductsupdatemanuallyFollow upon overdueinvoicesmanuallyManually trackResponsibleGamingtrainingcompletionsSent anemailtemplatetwice a weekSendcomplianceremindersmanuallyManuallyadd auser to areportManual datavalidationinstead ofautomatedchecksChecked thestatuspaymentstatus of theclub manuallyChased aclub for amemberupdateMissed anopportunityfor upsellMeeting withclub could ofbeenautomatedemailSend amanualfollow up

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