Added aGuest priorto theirpurchaseUpdate anexistingGuest/ClientEvery TMsent a massemail for theweek Add a NewGuest/ClientGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientUpdate10 guestsemails Set up anactivity for aphone calledguestUse notefeature/saveimage w/skuSend DM anemail with aninvite toSpecialEvent Add a NewGuest/ClientSend DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toPGSESet up anactivity for atextmessagedguestUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineReview aclientspurchasehistoryReview aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsAdd a NewGuest/ClientReview /assign /acknowledgeonline appt.Send aMASSemail ofall guestsSet up anappointmentwithGuest/ClientAdded aGuest priorto theirpurchaseUpdate anexistingGuest/ClientEvery TMsent a massemail for theweekAdd a NewGuest/ClientGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineSet up anappointmentwithGuest/ClientUpdate10 guestsemailsSet up anactivity for aphone calledguestUse notefeature/saveimage w/skuSend DM anemail with aninvite toSpecialEventAdd a NewGuest/ClientSend DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toPGSESet up anactivity for atextmessagedguestUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineReview aclientspurchasehistoryReview aclientspurchasehistorysend atargeted/specificMASSemail for 25+guestsAdd a NewGuest/ClientReview /assign /acknowledgeonline appt.Send aMASSemail ofall guestsSet up anappointmentwithGuest/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. Added a Guest prior to their purchase
  2. Update an existing Guest/Client
  3. Every TM sent a mass email for the week
  4. Add a New Guest/Client
  5. Greeted the guest and updated info using lead in line
  6. Greeted the guest and updated info using lead in line
  7. Set up an appointment with Guest/Client
  8. Update 10 guests emails
  9. Set up an activity for a phone called guest
  10. Use note feature/save image w/ sku
  11. Send DM an email with an invite to Special Event
  12. Add a New Guest/Client
  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 activity for a text messaged guest
  16. Use POS to log into clientel to send a linked specific email.
  17. Greeted the guest and updated info using lead in line
  18. Review a clients purchase history
  19. Review a clients purchase history
  20. send a targeted/specific MASS email for 25+ guests
  21. Add a New Guest/Client
  22. Review / assign / acknowledge online appt.
  23. Send a MASS email of all guests
  24. Set up an appointment with Guest/Client