followingup withinactiveusersFollow upon overdueinvoicesmanuallySent anemailtemplatetwice a weekManualupselltrackingUpdatingthe CRMafterevery callManuallyadd auser to areportSendingremindersemailmanuallySharingproductsupdatemanuallySend amanualfollow upManuallytagged acontact fora campaignSendfollows upemail afterrespondingChased aclub for amemberupdateFree!Send a textto customerafterrespondingto an emailMissed anopportunityfor upsellChecked thestatuspaymentstatus of theclub manuallySendcomplianceremindersmanuallyMeeting withclub could ofbeenautomatedemailCheckdatamanuallyLog a callnote inthe CRMSendingSatisfactionsurveymanuallyManual datavalidationinstead ofautomatedchecksCall a clubthat couldhave beenemailedManuallyschedulerecurringmeetingsfollowingup withinactiveusersFollow upon overdueinvoicesmanuallySent anemailtemplatetwice a weekManualupselltrackingUpdatingthe CRMafterevery callManuallyadd auser to areportSendingremindersemailmanuallySharingproductsupdatemanuallySend amanualfollow upManuallytagged acontact fora campaignSendfollows upemail afterrespondingChased aclub for amemberupdateFree!Send a textto customerafterrespondingto an emailMissed anopportunityfor upsellChecked thestatuspaymentstatus of theclub manuallySendcomplianceremindersmanuallyMeeting withclub could ofbeenautomatedemailCheckdatamanuallyLog a callnote inthe CRMSendingSatisfactionsurveymanuallyManual datavalidationinstead ofautomatedchecksCall a clubthat couldhave beenemailedManuallyschedulerecurringmeetings

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. following up with inactive users
  2. Follow up on overdue invoices manually
  3. Sent an email template twice a week
  4. Manual upsell tracking
  5. Updating the CRM after every call
  6. Manually add a user to a report
  7. Sending reminders email manually
  8. Sharing products update manually
  9. Send a manual follow up
  10. Manually tagged a contact for a campaign
  11. Send follows up email after responding
  12. Chased a club for a member update
  13. Free!
  14. Send a text to customer after responding to an email
  15. Missed an opportunity for upsell
  16. Checked the status payment status of the club manually
  17. Send compliance reminders manually
  18. Meeting with club could of been automated email
  19. Check data manually
  20. Log a call note in the CRM
  21. Sending Satisfaction survey manually
  22. Manual data validation instead of automated checks
  23. Call a club that could have been emailed
  24. Manually schedule recurring meetings