Set up anactivity for aphone calledguestSend aMASSemail ofall guestsGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Send DM anemail with aninvite toSpecialEventAdded aGuest priorto theirpurchase Add a NewGuest/ClientSend DM anemail with aninvite toRestorationeventsend atargeted/specificMASSemail for 25+guestsGreeted theguest andupdated infousing lead inlineReview /assign /acknowledgeonline appt.Review aclientspurchasehistorySend DM anemail with aninvite toPGSEEvery TMsent a massemail for theweekGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientUpdate anexistingGuest/ClientReview aclientspurchasehistoryUse notefeature/saveimage w/skuSet up anappointmentwithGuest/ClientSet up anactivity for atextmessagedguestUpdate10 guestsemailsAdd a NewGuest/Client Add a NewGuest/ClientSet up anactivity for aphone calledguestSend aMASSemail ofall guestsGreeted theguest andupdated infousing lead inlineUse POS to logintoclientelto send alinked specificemail.Send DM anemail with aninvite toSpecialEventAdded aGuest priorto theirpurchaseAdd a NewGuest/ClientSend DM anemail with aninvite toRestorationeventsend atargeted/specificMASSemail for 25+guestsGreeted theguest andupdated infousing lead inlineReview /assign /acknowledgeonline appt.Review aclientspurchasehistorySend DM anemail with aninvite toPGSEEvery TMsent a massemail for theweekGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientUpdate anexistingGuest/ClientReview aclientspurchasehistoryUse notefeature/saveimage w/skuSet up anappointmentwithGuest/ClientSet up anactivity for atextmessagedguestUpdate10 guestsemailsAdd a NewGuest/ClientAdd 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. Set up an activity for a phone called guest
  2. Send a MASS email of all guests
  3. Greeted the guest and updated info using lead in line
  4. Use POS to log into clientel to send a linked specific email.
  5. Send DM an email with an invite to Special Event
  6. Added a Guest prior to their purchase
  7. Add a New Guest/Client
  8. Send DM an email with an invite to Restoration event
  9. send a targeted/specific MASS email for 25+ guests
  10. Greeted the guest and updated info using lead in line
  11. Review / assign / acknowledge online appt.
  12. Review a clients purchase history
  13. Send DM an email with an invite to PGSE
  14. Every TM sent a mass email for the week
  15. Greeted the guest and updated info using lead in line
  16. Set up an appointment with Guest/Client
  17. Update an existing Guest/Client
  18. Review a clients purchase history
  19. Use note feature/save image w/ sku
  20. Set up an appointment with Guest/Client
  21. Set up an activity for a text messaged guest
  22. Update 10 guests emails
  23. Add a New Guest/Client
  24. Add a New Guest/Client