Add a NewGuest/ClientReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineAdded aGuest priorto theirpurchaseReview /assign /acknowledgeonline appt.Every TMsent a massemail for theweek Set up anactivity for aphone calledguestSend aMASSemail ofall guestssend atargeted/specificMASSemail for 25+guests Add a NewGuest/ClientAdd a NewGuest/ClientSend DM anemail with aninvite toSpecialEventSend DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toPGSESet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Set up anappointmentwithGuest/ClientUpdate10 guestsemailsUse notefeature/saveimage w/skuSet up anactivity for atextmessagedguestGreeted theguest andupdated infousing lead inlineUpdate anexistingGuest/ClientReview aclientspurchasehistoryAdd a NewGuest/ClientReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineAdded aGuest priorto theirpurchaseReview /assign /acknowledgeonline appt.Every TMsent a massemail for theweekSet up anactivity for aphone calledguestSend aMASSemail ofall guestssend atargeted/specificMASSemail for 25+guestsAdd a NewGuest/ClientAdd a NewGuest/ClientSend DM anemail with aninvite toSpecialEventSend DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toPGSESet up anappointmentwithGuest/ClientGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Set up anappointmentwithGuest/ClientUpdate10 guestsemailsUse notefeature/saveimage w/skuSet up anactivity for atextmessagedguestGreeted theguest andupdated infousing lead inlineUpdate anexistingGuest/ClientReview aclientspurchasehistory

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