Sent anemailtemplatetwice a weekManual datavalidationinstead ofautomatedchecksManualupselltrackingMeeting withclub could ofbeenautomatedemailManuallyschedulerecurringmeetingsChased aclub for amemberupdateCall a clubthat couldhave beenemailedSendfollows upemail afterrespondingSendingSatisfactionsurveymanuallySend a textto customerafterrespondingto an emailSharingproductsupdatemanuallyChecked thestatuspaymentstatus of theclub manuallyLog a callnote inthe CRMCheckdatamanuallySend amanualfollow upManuallytagged acontact fora campaignfollowingup withinactiveusersUpdatingthe CRMafterevery callSendingremindersemailmanuallyFollow upon overdueinvoicesmanuallySendcomplianceremindersmanuallyManually trackResponsibleGamingtrainingcompletionsManuallyadd auser to areportMissed anopportunityfor upsellSent anemailtemplatetwice a weekManual datavalidationinstead ofautomatedchecksManualupselltrackingMeeting withclub could ofbeenautomatedemailManuallyschedulerecurringmeetingsChased aclub for amemberupdateCall a clubthat couldhave beenemailedSendfollows upemail afterrespondingSendingSatisfactionsurveymanuallySend a textto customerafterrespondingto an emailSharingproductsupdatemanuallyChecked thestatuspaymentstatus of theclub manuallyLog a callnote inthe CRMCheckdatamanuallySend amanualfollow upManuallytagged acontact fora campaignfollowingup withinactiveusersUpdatingthe CRMafterevery callSendingremindersemailmanuallyFollow upon overdueinvoicesmanuallySendcomplianceremindersmanuallyManually trackResponsibleGamingtrainingcompletionsManuallyadd auser to areportMissed anopportunityfor upsell

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