Send DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toSpecialEventUse POS to logintoclientelto send alinked specificemail.Send aMASSemail ofall guestsGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/Client Add a NewGuest/ClientGreeted theguest andupdated infousing lead inlineAdded aGuest priorto theirpurchase Add a NewGuest/ClientGreeted theguest andupdated infousing lead inlinesend atargeted/specificMASSemail for 25+guests Set up anactivity for aphone calledguestReview aclientspurchasehistoryReview aclientspurchasehistoryEvery TMsent a massemail for theweekUpdate10 guestsemailsUpdate anexistingGuest/ClientUse notefeature/saveimage w/skuAdd a NewGuest/ClientSend DM anemail with aninvite toPGSESet up anappointmentwithGuest/ClientSet up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.Send DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toSpecialEventUse POS to logintoclientelto send alinked specificemail.Send aMASSemail ofall guestsGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientAdd a NewGuest/ClientGreeted theguest andupdated infousing lead inlineAdded aGuest priorto theirpurchaseAdd a NewGuest/ClientGreeted theguest andupdated infousing lead inlinesend atargeted/specificMASSemail for 25+guestsSet up anactivity for aphone calledguestReview aclientspurchasehistoryReview aclientspurchasehistoryEvery TMsent a massemail for theweekUpdate10 guestsemailsUpdate anexistingGuest/ClientUse notefeature/saveimage w/skuAdd a NewGuest/ClientSend DM anemail with aninvite toPGSESet up anappointmentwithGuest/ClientSet up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.

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