Send DM anemail with aninvite toSpecialEventSend aMASSemail ofall guestssend atargeted/specificMASSemail for 25+guestsUse notefeature/saveimage w/skuGreeted theguest andupdated infousing lead inline Add a NewGuest/ClientSend DM anemail with aninvite toPGSEGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistoryAdded aGuest priorto theirpurchaseAdd a NewGuest/Client Set up anactivity for atextmessagedguestSet up anappointmentwithGuest/ClientReview aclientspurchasehistoryUpdate10 guestsemailsEvery TMsent a massemail for theweekReview /assign /acknowledgeonline appt.Send DM anemail with aninvite toRestorationeventUse POS to logintoclientelto send alinked specificemail.Set up anactivity for aphone calledguestUpdate anexistingGuest/ClientSet up anappointmentwithGuest/Client Add a NewGuest/ClientSend DM anemail with aninvite toSpecialEventSend aMASSemail ofall guestssend atargeted/specificMASSemail for 25+guestsUse notefeature/saveimage w/skuGreeted theguest andupdated infousing lead inlineAdd a NewGuest/ClientSend DM anemail with aninvite toPGSEGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistoryAdded aGuest priorto theirpurchaseAdd a NewGuest/ClientSet up anactivity for atextmessagedguestSet up anappointmentwithGuest/ClientReview aclientspurchasehistoryUpdate10 guestsemailsEvery TMsent a massemail for theweekReview /assign /acknowledgeonline appt.Send DM anemail with aninvite toRestorationeventUse POS to logintoclientelto send alinked specificemail.Set up anactivity for aphone calledguestUpdate anexistingGuest/ClientSet up anappointmentwithGuest/ClientAdd a NewGuest/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. Send DM an email with an invite to Special Event
  2. Send a MASS email of all guests
  3. send a targeted/specific MASS email for 25+ guests
  4. Use note feature/save image w/ sku
  5. Greeted the guest and updated info using lead in line
  6. Add a New Guest/Client
  7. Send DM an email with an invite to PGSE
  8. Greeted the guest and updated info using lead in line
  9. Greeted the guest and updated info using lead in line
  10. Review a clients purchase history
  11. Added a Guest prior to their purchase
  12. Add a New Guest/Client
  13. Set up an activity for a text messaged guest
  14. Set up an appointment with Guest/Client
  15. Review a clients purchase history
  16. Update 10 guests emails
  17. Every TM sent a mass email for the week
  18. Review / assign / acknowledge online appt.
  19. Send DM an email with an invite to Restoration event
  20. Use POS to log into clientel to send a linked specific email.
  21. Set up an activity for a phone called guest
  22. Update an existing Guest/Client
  23. Set up an appointment with Guest/Client
  24. Add a New Guest/Client