send atargeted/specificMASSemail for 25+guestsSend aMASSemail ofall guests Add a NewGuest/ClientSend DM anemail with aninvite toPGSEAdded aGuest priorto theirpurchaseUse notefeature/saveimage w/skuEvery TMsent a massemail for theweekSend DM anemail with aninvite toRestorationeventSet up anappointmentwithGuest/Client Add a NewGuest/ClientReview aclientspurchasehistorySet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineUpdate10 guestsemailsSend DM anemail with aninvite toSpecialEventAdd a NewGuest/ClientReview aclientspurchasehistoryUpdate anexistingGuest/ClientUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inline Set up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineSet up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.send atargeted/specificMASSemail for 25+guestsSend aMASSemail ofall guestsAdd a NewGuest/ClientSend DM anemail with aninvite toPGSEAdded aGuest priorto theirpurchaseUse notefeature/saveimage w/skuEvery TMsent a massemail for theweekSend DM anemail with aninvite toRestorationeventSet up anappointmentwithGuest/ClientAdd a NewGuest/ClientReview aclientspurchasehistorySet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineUpdate10 guestsemailsSend DM anemail with aninvite toSpecialEventAdd a NewGuest/ClientReview aclientspurchasehistoryUpdate anexistingGuest/ClientUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineSet up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineSet up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.

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