Add a NewGuest/ClientGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inline Set up anactivity for atextmessagedguestsend atargeted/specificMASSemail for 25+guestsUpdate anexistingGuest/ClientGreeted theguest andupdated infousing lead inlineSet up anactivity for aphone calledguestSend DM anemail with aninvite toPGSESet up anappointmentwithGuest/ClientSend DM anemail with aninvite toRestorationeventAdd a NewGuest/ClientSend aMASSemail ofall guestsReview /assign /acknowledgeonline appt.Added aGuest priorto theirpurchaseSend DM anemail with aninvite toSpecialEventSet up anappointmentwithGuest/Client Add a NewGuest/ClientEvery TMsent a massemail for theweekUse POS to logintoclientelto send alinked specificemail.Use notefeature/saveimage w/skuReview aclientspurchasehistoryUpdate10 guestsemailsAdd a NewGuest/ClientGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineSet up anactivity for atextmessagedguestsend atargeted/specificMASSemail for 25+guestsUpdate anexistingGuest/ClientGreeted theguest andupdated infousing lead inlineSet up anactivity for aphone calledguestSend DM anemail with aninvite toPGSESet up anappointmentwithGuest/ClientSend DM anemail with aninvite toRestorationeventAdd a NewGuest/ClientSend aMASSemail ofall guestsReview /assign /acknowledgeonline appt.Added aGuest priorto theirpurchaseSend DM anemail with aninvite toSpecialEventSet up anappointmentwithGuest/ClientAdd a NewGuest/ClientEvery TMsent a massemail for theweekUse POS to logintoclientelto send alinked specificemail.Use notefeature/saveimage w/skuReview aclientspurchasehistoryUpdate10 guestsemails

CLIENTELING BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.


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  1. Add a New Guest/Client
  2. Greeted the guest and updated info using lead in line
  3. Review a clients purchase history
  4. Greeted the guest and updated info using lead in line
  5. Set up an activity for a text messaged guest
  6. send a targeted/specific MASS email for 25+ guests
  7. Update an existing Guest/Client
  8. Greeted the guest and updated info using lead in line
  9. Set up an activity for a phone called guest
  10. Send DM an email with an invite to PGSE
  11. Set up an appointment with Guest/Client
  12. Send DM an email with an invite to Restoration event
  13. Add a New Guest/Client
  14. Send a MASS email of all guests
  15. Review / assign / acknowledge online appt.
  16. Added a Guest prior to their purchase
  17. Send DM an email with an invite to Special Event
  18. Set up an appointment with Guest/Client
  19. Add a New Guest/Client
  20. Every TM sent a mass email for the week
  21. Use POS to log into clientel to send a linked specific email.
  22. Use note feature/save image w/ sku
  23. Review a clients purchase history
  24. Update 10 guests emails