Greeted theguest andupdated infousing lead inlineSend DM anemail with aninvite toPGSE Add a NewGuest/ClientSend aMASSemail ofall guestsUse POS to logintoclientelto send alinked specificemail.Review aclientspurchasehistory Set up anactivity for atextmessagedguestAdded aGuest priorto theirpurchaseReview /assign /acknowledgeonline appt.Set up anappointmentwithGuest/Client Add a NewGuest/ClientAdd a NewGuest/ClientUpdate10 guestsemailsSet up anactivity for aphone calledguestSend DM anemail with aninvite toRestorationeventReview aclientspurchasehistoryUse notefeature/saveimage w/skuEvery TMsent a massemail for theweekSend DM anemail with aninvite toSpecialEventGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientUpdate anexistingGuest/Clientsend atargeted/specificMASSemail for 25+guestsGreeted theguest andupdated infousing lead inlineSend DM anemail with aninvite toPGSEAdd a NewGuest/ClientSend aMASSemail ofall guestsUse POS to logintoclientelto send alinked specificemail.Review aclientspurchasehistorySet up anactivity for atextmessagedguestAdded aGuest priorto theirpurchaseReview /assign /acknowledgeonline appt.Set up anappointmentwithGuest/ClientAdd a NewGuest/ClientAdd a NewGuest/ClientUpdate10 guestsemailsSet up anactivity for aphone calledguestSend DM anemail with aninvite toRestorationeventReview aclientspurchasehistoryUse notefeature/saveimage w/skuEvery TMsent a massemail for theweekSend DM anemail with aninvite toSpecialEventGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientUpdate anexistingGuest/Clientsend atargeted/specificMASSemail for 25+guests

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