AUTOMATION IDEAS

AUTOMATION IDEAS Bingo Card
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This bingo card has a free space and 24 words: Send a manual follow up, Send follows up email after responding, Sent an email template twice a week, Manual upsell tracking, Sending Satisfaction survey manually, Log a call note in the CRM, Call a club that could have been emailed, Chased a club for a member update, Sharing products update manually, Manual data validation instead of automated checks, Manually add a user to a report, Missed an opportunity for upsell, following up with inactive users, Manually tagged a contact for a campaign, Check data manually, Checked the status payment status of the club manually, Updating the CRM after every call, Follow up on overdue invoices manually, Manually schedule recurring meetings, Meeting with club could of been automated email, Send a text to customer after responding to an email, Sending reminders email manually, Send compliance reminders manually and Manually track Responsible Gaming training completions.

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