Greeted theguest andupdated infousing lead inlineUpdate anexistingGuest/ClientSend DM anemail with aninvite toSpecialEventUpdate10 guestsemails Add a NewGuest/ClientAdded aGuest priorto theirpurchase Add a NewGuest/ClientReview aclientspurchasehistoryEvery TMsent a massemail for theweeksend atargeted/specificMASSemail for 25+guestsUse POS to logintoclientelto send alinked specificemail.Review aclientspurchasehistorySet up anappointmentwithGuest/ClientSet up anappointmentwithGuest/ClientSend DM anemail with aninvite toRestorationeventGreeted theguest andupdated infousing lead inlineUse notefeature/saveimage w/sku Set up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.Send aMASSemail ofall guestsAdd a NewGuest/ClientSet up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineSend DM anemail with aninvite toPGSEGreeted theguest andupdated infousing lead inlineUpdate anexistingGuest/ClientSend DM anemail with aninvite toSpecialEventUpdate10 guestsemailsAdd a NewGuest/ClientAdded aGuest priorto theirpurchaseAdd a NewGuest/ClientReview aclientspurchasehistoryEvery TMsent a massemail for theweeksend atargeted/specificMASSemail for 25+guestsUse POS to logintoclientelto send alinked specificemail.Review aclientspurchasehistorySet up anappointmentwithGuest/ClientSet up anappointmentwithGuest/ClientSend DM anemail with aninvite toRestorationeventGreeted theguest andupdated infousing lead inlineUse notefeature/saveimage w/skuSet up anactivity for atextmessagedguestReview /assign /acknowledgeonline appt.Send aMASSemail ofall guestsAdd a NewGuest/ClientSet up anactivity for aphone calledguestGreeted theguest andupdated infousing lead inlineSend DM anemail with aninvite toPGSE

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