Send amanualfollow upSharingproductsupdatemanuallyfollowingup withinactiveusersSent anemailtemplatetwice a weekUpdatingthe CRMafterevery callFree!Sendfollows upemail afterrespondingLog a callnote inthe CRMMeeting withclub could ofbeenautomatedemailManualupselltrackingMissed anopportunityfor upsellSend a textto customerafterrespondingto an emailCheckdatamanuallySendingSatisfactionsurveymanuallyFollow upon overdueinvoicesmanuallyManual datavalidationinstead ofautomatedchecksChased aclub for amemberupdateManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsManuallyadd auser to areportChecked thestatuspaymentstatus of theclub manuallySendcomplianceremindersmanuallySendingremindersemailmanuallyCall a clubthat couldhave beenemailedSend amanualfollow upSharingproductsupdatemanuallyfollowingup withinactiveusersSent anemailtemplatetwice a weekUpdatingthe CRMafterevery callFree!Sendfollows upemail afterrespondingLog a callnote inthe CRMMeeting withclub could ofbeenautomatedemailManualupselltrackingMissed anopportunityfor upsellSend a textto customerafterrespondingto an emailCheckdatamanuallySendingSatisfactionsurveymanuallyFollow upon overdueinvoicesmanuallyManual datavalidationinstead ofautomatedchecksChased aclub for amemberupdateManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsManuallyadd auser to areportChecked thestatuspaymentstatus of theclub manuallySendcomplianceremindersmanuallySendingremindersemailmanuallyCall a clubthat couldhave beenemailed

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