Add a NewGuest/Client Set up anactivity for aphone calledguest Add a NewGuest/ClientSend DM anemail with aninvite toSpecialEventSet up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.Review aclientspurchasehistoryUse notefeature/saveimage w/skuUpdate10 guestsemailsGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientEvery TMsent a massemail for theweekSend DM anemail with aninvite toPGSEReview aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsAdd a NewGuest/ClientAdded aGuest priorto theirpurchaseUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineUpdate anexistingGuest/ClientSend aMASSemail ofall guestsSend DM anemail with aninvite toRestorationeventSet up anappointmentwithGuest/ClientAdd a NewGuest/ClientSet up anactivity for aphone calledguestAdd a NewGuest/ClientSend DM anemail with aninvite toSpecialEventSet up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.Review aclientspurchasehistoryUse notefeature/saveimage w/skuUpdate10 guestsemailsGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientEvery TMsent a massemail for theweekSend DM anemail with aninvite toPGSEReview aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsAdd a NewGuest/ClientAdded aGuest priorto theirpurchaseUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineUpdate anexistingGuest/ClientSend aMASSemail ofall guestsSend DM anemail with aninvite toRestorationeventSet up anappointmentwithGuest/Client

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.


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