Added aGuest priorto theirpurchaseReview aclientspurchasehistoryUpdate10 guestsemailsUse notefeature/saveimage w/skuSend DM anemail with aninvite toRestorationevent Add a NewGuest/Client Add a NewGuest/Client Set up anactivity for atextmessagedguestSend DM anemail with aninvite toPGSEUpdate anexistingGuest/ClientSet up anappointmentwithGuest/ClientSend DM anemail with aninvite toSpecialEventSet up anappointmentwithGuest/ClientUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineSet up anactivity for aphone calledguestsend atargeted/specificMASSemail for 25+guestsAdd a NewGuest/ClientReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineReview /assign /acknowledgeonline appt.Every TMsent a massemail for theweekSend aMASSemail ofall guestsAdded aGuest priorto theirpurchaseReview aclientspurchasehistoryUpdate10 guestsemailsUse notefeature/saveimage w/skuSend DM anemail with aninvite toRestorationeventAdd a NewGuest/ClientAdd a NewGuest/ClientSet up anactivity for atextmessagedguestSend DM anemail with aninvite toPGSEUpdate anexistingGuest/ClientSet up anappointmentwithGuest/ClientSend DM anemail with aninvite toSpecialEventSet up anappointmentwithGuest/ClientUse POS to logintoclientelto send alinked specificemail.Greeted theguest andupdated infousing lead inlineSet up anactivity for aphone calledguestsend atargeted/specificMASSemail for 25+guestsAdd a NewGuest/ClientReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineGreeted theguest andupdated infousing lead inlineReview /assign /acknowledgeonline appt.Every TMsent a massemail for theweekSend aMASSemail ofall guests

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