Set up anactivity for aphone calledguestReview aclientspurchasehistoryReview aclientspurchasehistory Add a NewGuest/ClientUse notefeature/saveimage w/sku Add a NewGuest/ClientUpdate anexistingGuest/ClientSet up anappointmentwithGuest/ClientAdd a NewGuest/Clientsend atargeted/specificMASSemail for 25+guestsSend DM anemail with aninvite toRestorationeventReview /assign /acknowledgeonline appt.Send aMASSemail ofall guestsGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineSend DM anemail with aninvite toSpecialEventAdded aGuest priorto theirpurchaseEvery TMsent a massemail for theweekSend DM anemail with aninvite toPGSEUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineUpdate10 guestsemailsSet up anactivity for atextmessagedguestSet up anappointmentwithGuest/ClientSet up anactivity for aphone calledguestReview aclientspurchasehistoryReview aclientspurchasehistoryAdd a NewGuest/ClientUse notefeature/saveimage w/skuAdd a NewGuest/ClientUpdate anexistingGuest/ClientSet up anappointmentwithGuest/ClientAdd a NewGuest/Clientsend atargeted/specificMASSemail for 25+guestsSend DM anemail with aninvite toRestorationeventReview /assign /acknowledgeonline appt.Send aMASSemail ofall guestsGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineSend DM anemail with aninvite toSpecialEventAdded aGuest priorto theirpurchaseEvery TMsent a massemail for theweekSend DM anemail with aninvite toPGSEUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineUpdate10 guestsemailsSet up anactivity for atextmessagedguestSet 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.


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