Updatingthe CRMafterevery callSharingproductsupdatemanuallyManual datavalidationinstead ofautomatedchecksSent anemailtemplatetwice a weekManuallyschedulerecurringmeetingsSendcomplianceremindersmanuallyManuallyadd auser to areportChased aclub for amemberupdatefollowingup withinactiveusersManualupselltrackingSendingSatisfactionsurveymanuallyMeeting withclub could ofbeenautomatedemailLog a callnote inthe CRMFollow upon overdueinvoicesmanuallyFree!SendingremindersemailmanuallyManuallytagged acontact fora campaignChecked thestatuspaymentstatus of theclub manuallySendfollows upemail afterrespondingSend amanualfollow upCheckdatamanuallySend a textto customerafterrespondingto an emailCall a clubthat couldhave beenemailedMissed anopportunityfor upsellUpdatingthe CRMafterevery callSharingproductsupdatemanuallyManual datavalidationinstead ofautomatedchecksSent anemailtemplatetwice a weekManuallyschedulerecurringmeetingsSendcomplianceremindersmanuallyManuallyadd auser to areportChased aclub for amemberupdatefollowingup withinactiveusersManualupselltrackingSendingSatisfactionsurveymanuallyMeeting withclub could ofbeenautomatedemailLog a callnote inthe CRMFollow upon overdueinvoicesmanuallyFree!SendingremindersemailmanuallyManuallytagged acontact fora campaignChecked thestatuspaymentstatus of theclub manuallySendfollows upemail afterrespondingSend amanualfollow upCheckdatamanuallySend a textto customerafterrespondingto an emailCall a clubthat couldhave beenemailedMissed anopportunityfor upsell

AUTOMATION IDEAS - 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. Updating the CRM after every call
  2. Sharing products update manually
  3. Manual data validation instead of automated checks
  4. Sent an email template twice a week
  5. Manually schedule recurring meetings
  6. Send compliance reminders manually
  7. Manually add a user to a report
  8. Chased a club for a member update
  9. following up with inactive users
  10. Manual upsell tracking
  11. Sending Satisfaction survey manually
  12. Meeting with club could of been automated email
  13. Log a call note in the CRM
  14. Follow up on overdue invoices manually
  15. Free!
  16. Sending reminders email manually
  17. Manually tagged a contact for a campaign
  18. Checked the status payment status of the club manually
  19. Send follows up email after responding
  20. Send a manual follow up
  21. Check data manually
  22. Send a text to customer after responding to an email
  23. Call a club that could have been emailed
  24. Missed an opportunity for upsell