Review /assign /acknowledgeonline appt.Every TMsent a massemail for theweek Set up anactivity for atextmessagedguest Add a NewGuest/ClientSet up anappointmentwithGuest/ClientUpdate10 guestsemailsGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Add a NewGuest/ClientUse notefeature/saveimage w/skuSend DM anemail with aninvite toRestorationeventSend aMASSemail ofall guestsReview aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistory Add a NewGuest/ClientUpdate anexistingGuest/ClientSend DM anemail with aninvite toPGSESet up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientSend DM anemail with aninvite toSpecialEventAdded aGuest priorto theirpurchaseReview /assign /acknowledgeonline appt.Every TMsent a massemail for theweekSet up anactivity for atextmessagedguestAdd a NewGuest/ClientSet up anappointmentwithGuest/ClientUpdate10 guestsemailsGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Add a NewGuest/ClientUse notefeature/saveimage w/skuSend DM anemail with aninvite toRestorationeventSend aMASSemail ofall guestsReview aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistoryAdd a NewGuest/ClientUpdate anexistingGuest/ClientSend DM anemail with aninvite toPGSESet up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientSend DM anemail with aninvite toSpecialEventAdded aGuest priorto theirpurchase

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