Update anexistingGuest/Client Add a NewGuest/Clientsend atargeted/specificMASSemail for 25+guestsReview /assign /acknowledgeonline appt.Send DM anemail with aninvite toSpecialEventUpdate10 guestsemailsGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineUse notefeature/saveimage w/skuAdd a NewGuest/ClientReview aclientspurchasehistoryEvery TMsent a massemail for theweekSet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineAdded aGuest priorto theirpurchaseSet up anappointmentwithGuest/Client Set up anactivity for aphone calledguestSend aMASSemail ofall guestsSend DM anemail with aninvite toPGSESet up anactivity for atextmessagedguestReview aclientspurchasehistorySend DM anemail with aninvite toRestorationevent Add a NewGuest/ClientUpdate anexistingGuest/ClientAdd a NewGuest/Clientsend atargeted/specificMASSemail for 25+guestsReview /assign /acknowledgeonline appt.Send DM anemail with aninvite toSpecialEventUpdate10 guestsemailsGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineUse notefeature/saveimage w/skuAdd a NewGuest/ClientReview aclientspurchasehistoryEvery TMsent a massemail for theweekSet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineAdded aGuest priorto theirpurchaseSet up anappointmentwithGuest/ClientSet up anactivity for aphone calledguestSend aMASSemail ofall guestsSend DM anemail with aninvite toPGSESet up anactivity for atextmessagedguestReview aclientspurchasehistorySend DM anemail with aninvite toRestorationeventAdd 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. Update an existing Guest/Client
  2. Add a New Guest/Client
  3. send a targeted/specific MASS email for 25+ guests
  4. Review / assign / acknowledge online appt.
  5. Send DM an email with an invite to Special Event
  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. Greeted the guest and updated info using lead in line
  10. Use note feature/save image w/ sku
  11. Add a New Guest/Client
  12. Review a clients purchase history
  13. Every TM sent a mass email for the week
  14. Set up an appointment with Guest/Client
  15. Greeted the guest and updated info using lead in line
  16. Added a Guest prior to their purchase
  17. Set up an appointment with Guest/Client
  18. Set up an activity for a phone called guest
  19. Send a MASS email of all guests
  20. Send DM an email with an invite to PGSE
  21. Set up an activity for a text messaged guest
  22. Review a clients purchase history
  23. Send DM an email with an invite to Restoration event
  24. Add a New Guest/Client