ManualupselltrackingSend amanualfollow upSend a textto customerafterrespondingto an emailCall a clubthat couldhave beenemailedSendcomplianceremindersmanuallyManually trackResponsibleGamingtrainingcompletionsfollowingup withinactiveusersChased aclub for amemberupdateChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallyManuallyadd auser to areportSendfollows upemail afterrespondingManual datavalidationinstead ofautomatedchecksCheckdatamanuallyUpdatingthe CRMafterevery callLog a callnote inthe CRMSent anemailtemplatetwice a weekSharingproductsupdatemanuallySendingremindersemailmanuallyManuallytagged acontact fora campaignFollow upon overdueinvoicesmanuallyMeeting withclub could ofbeenautomatedemailManuallyschedulerecurringmeetingsMissed anopportunityfor upsellManualupselltrackingSend amanualfollow upSend a textto customerafterrespondingto an emailCall a clubthat couldhave beenemailedSendcomplianceremindersmanuallyManually trackResponsibleGamingtrainingcompletionsfollowingup withinactiveusersChased aclub for amemberupdateChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallyManuallyadd auser to areportSendfollows upemail afterrespondingManual datavalidationinstead ofautomatedchecksCheckdatamanuallyUpdatingthe CRMafterevery callLog a callnote inthe CRMSent anemailtemplatetwice a weekSharingproductsupdatemanuallySendingremindersemailmanuallyManuallytagged acontact fora campaignFollow upon overdueinvoicesmanuallyMeeting withclub could ofbeenautomatedemailManuallyschedulerecurringmeetingsMissed 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
G
2
B
3
I
4
I
5
G
6
O
7
G
8
N
9
I
10
O
11
B
12
I
13
O
14
B
15
N
16
B
17
N
18
G
19
N
20
O
21
G
22
B
23
O
24
I
  1. G-Manual upsell tracking
  2. B-Send a manual follow up
  3. I-Send a text to customer after responding to an email
  4. I-Call a club that could have been emailed
  5. G-Send compliance reminders manually
  6. O-Manually track Responsible Gaming training completions
  7. G-following up with inactive users
  8. N-Chased a club for a member update
  9. I-Checked the status payment status of the club manually
  10. O-Sending Satisfaction survey manually
  11. B-Manually add a user to a report
  12. I-Send follows up email after responding
  13. O-Manual data validation instead of automated checks
  14. B-Check data manually
  15. N-Updating the CRM after every call
  16. B-Log a call note in the CRM
  17. N-Sent an email template twice a week
  18. G-Sharing products update manually
  19. N-Sending reminders email manually
  20. O-Manually tagged a contact for a campaign
  21. G-Follow up on overdue invoices manually
  22. B-Meeting with club could of been automated email
  23. O-Manually schedule recurring meetings
  24. I-Missed an opportunity for upsell