Manuallyadd auser to areportManualupselltrackingSent anemailtemplatetwice a weekManuallyschedulerecurringmeetingsSendingremindersemailmanuallyfollowingup withinactiveusersSendfollows upemail afterrespondingLog a callnote inthe CRMMeeting withclub could ofbeenautomatedemailManual datavalidationinstead ofautomatedchecksSend a textto customerafterrespondingto an emailMissed anopportunityfor upsellFollow upon overdueinvoicesmanuallyCall a clubthat couldhave beenemailedSendcomplianceremindersmanuallySendingSatisfactionsurveymanuallySharingproductsupdatemanuallySend amanualfollow upManually trackResponsibleGamingtrainingcompletionsCheckdatamanuallyUpdatingthe CRMafterevery callManuallytagged acontact fora campaignChecked thestatuspaymentstatus of theclub manuallyChased aclub for amemberupdateManuallyadd auser to areportManualupselltrackingSent anemailtemplatetwice a weekManuallyschedulerecurringmeetingsSendingremindersemailmanuallyfollowingup withinactiveusersSendfollows upemail afterrespondingLog a callnote inthe CRMMeeting withclub could ofbeenautomatedemailManual datavalidationinstead ofautomatedchecksSend a textto customerafterrespondingto an emailMissed anopportunityfor upsellFollow upon overdueinvoicesmanuallyCall a clubthat couldhave beenemailedSendcomplianceremindersmanuallySendingSatisfactionsurveymanuallySharingproductsupdatemanuallySend amanualfollow upManually trackResponsibleGamingtrainingcompletionsCheckdatamanuallyUpdatingthe CRMafterevery callManuallytagged acontact fora campaignChecked thestatuspaymentstatus of theclub manuallyChased aclub for amemberupdate

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