Add a NewGuest/ClientUpdate10 guestsemailsSend DM anemail with aninvite toSpecialEvent Set up anactivity for aphone calledguestUpdate anexistingGuest/Client Add a NewGuest/ClientReview /assign /acknowledgeonline appt.Greeted theguest andupdated infousing lead inlineUse notefeature/saveimage w/skuSet up anappointmentwithGuest/ClientSet up anappointmentwithGuest/ClientSend aMASSemail ofall guestsEvery TMsent a massemail for theweekUse POS to logintoclientelto send alinked specificemail.Added aGuest priorto theirpurchasesend atargeted/specificMASSemail for 25+guestsReview aclientspurchasehistorySend DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toPGSEReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineAdd a NewGuest/ClientSet up anactivity for atextmessagedguestGreeted theguest andupdated infousing lead inlineAdd a NewGuest/ClientUpdate10 guestsemailsSend DM anemail with aninvite toSpecialEventSet up anactivity for aphone calledguestUpdate anexistingGuest/ClientAdd a NewGuest/ClientReview /assign /acknowledgeonline appt.Greeted theguest andupdated infousing lead inlineUse notefeature/saveimage w/skuSet up anappointmentwithGuest/ClientSet up anappointmentwithGuest/ClientSend aMASSemail ofall guestsEvery TMsent a massemail for theweekUse POS to logintoclientelto send alinked specificemail.Added aGuest priorto theirpurchasesend atargeted/specificMASSemail for 25+guestsReview aclientspurchasehistorySend DM anemail with aninvite toRestorationeventSend DM anemail with aninvite toPGSEReview aclientspurchasehistoryGreeted theguest andupdated infousing lead inlineAdd a NewGuest/ClientSet up anactivity for atextmessagedguestGreeted theguest andupdated infousing lead inline

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