Update10 guestsemailsSend DM anemail with aninvite toRestorationeventAdded aGuest priorto theirpurchaseUse POS to logintoclientelto send alinked specificemail.Every TMsent a massemail for theweek Add a NewGuest/ClientSend DM anemail with aninvite toPGSEUse notefeature/saveimage w/skuGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistorySet up anappointmentwithGuest/ClientReview /assign /acknowledgeonline appt. Set up anactivity for atextmessagedguestSend DM anemail with aninvite toSpecialEventUpdate anexistingGuest/ClientSet up anactivity for aphone calledguestSet up anappointmentwithGuest/Clientsend atargeted/specificMASSemail for 25+guestsReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inline Add a NewGuest/ClientSend aMASSemail ofall guestsAdd a NewGuest/ClientUpdate10 guestsemailsSend DM anemail with aninvite toRestorationeventAdded aGuest priorto theirpurchaseUse POS to logintoclientelto send alinked specificemail.Every TMsent a massemail for theweekAdd a NewGuest/ClientSend DM anemail with aninvite toPGSEUse notefeature/saveimage w/skuGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineReview aclientspurchasehistorySet up anappointmentwithGuest/ClientReview /assign /acknowledgeonline appt.Set up anactivity for atextmessagedguestSend DM anemail with aninvite toSpecialEventUpdate anexistingGuest/ClientSet up anactivity for aphone calledguestSet up anappointmentwithGuest/Clientsend atargeted/specificMASSemail for 25+guestsReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineAdd a NewGuest/ClientSend aMASSemail ofall guestsAdd 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 10 guests emails
  2. Send DM an email with an invite to Restoration event
  3. Added a Guest prior to their purchase
  4. Use POS to log into clientel to send a linked specific email.
  5. Every TM sent a mass email for the week
  6. Add a New Guest/Client
  7. Send DM an email with an invite to PGSE
  8. Use note feature/save image w/ sku
  9. Greeted the guest and updated info using lead in line
  10. Greeted the guest and updated info using lead in line
  11. Review a clients purchase history
  12. Set up an appointment with Guest/Client
  13. Review / assign / acknowledge online appt.
  14. Set up an activity for a text messaged guest
  15. Send DM an email with an invite to Special Event
  16. Update an existing Guest/Client
  17. Set up an activity for a phone called guest
  18. Set up an appointment with Guest/Client
  19. send a targeted/specific MASS email for 25+ guests
  20. Review a clients purchase history
  21. Greeted the guest and updated info using lead in line
  22. Add a New Guest/Client
  23. Send a MASS email of all guests
  24. Add a New Guest/Client