Add a NewGuest/ClientReview aclientspurchasehistoryAdd a NewGuest/ClientReview /assign /acknowledgeonline appt.Added aGuest priorto theirpurchaseGreeted theguest andupdated infousing lead inline Set up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Review aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsSend aMASSemail ofall guestsUpdate anexistingGuest/ClientSet up anappointmentwithGuest/ClientEvery TMsent a massemail for theweekSend DM anemail with aninvite toPGSEUpdate10 guestsemailsSend DM anemail with aninvite toSpecialEventSend DM anemail with aninvite toRestorationeventUse notefeature/saveimage w/skuSet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineSet up anactivity for atextmessagedguest Add a NewGuest/ClientAdd a NewGuest/ClientReview aclientspurchasehistoryAdd a NewGuest/ClientReview /assign /acknowledgeonline appt.Added aGuest priorto theirpurchaseGreeted theguest andupdated infousing lead inlineSet up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Review aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsSend aMASSemail ofall guestsUpdate anexistingGuest/ClientSet up anappointmentwithGuest/ClientEvery TMsent a massemail for theweekSend DM anemail with aninvite toPGSEUpdate10 guestsemailsSend DM anemail with aninvite toSpecialEventSend DM anemail with aninvite toRestorationeventUse notefeature/saveimage w/skuSet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineSet up anactivity for atextmessagedguestAdd 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.


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