Follow upon overdueinvoicesmanuallySend amanualfollow upMeeting withclub could ofbeenautomatedemailCall a clubthat couldhave beenemailedMissed anopportunityfor upsellChased aclub for amemberupdateSendingSatisfactionsurveymanuallyChecked thestatuspaymentstatus of theclub manuallySendfollows upemail afterrespondingManual datavalidationinstead ofautomatedchecksManuallyschedulerecurringmeetingsLog a callnote inthe CRMUpdatingthe CRMafterevery callSendingremindersemailmanuallySent anemailtemplatetwice a weekManualupselltrackingSharingproductsupdatemanuallyManuallytagged acontact fora campaignFree!Manuallyadd auser to areportSend a textto customerafterrespondingto an emailSendcomplianceremindersmanuallyCheckdatamanuallyfollowingup withinactiveusersFollow upon overdueinvoicesmanuallySend amanualfollow upMeeting withclub could ofbeenautomatedemailCall a clubthat couldhave beenemailedMissed anopportunityfor upsellChased aclub for amemberupdateSendingSatisfactionsurveymanuallyChecked thestatuspaymentstatus of theclub manuallySendfollows upemail afterrespondingManual datavalidationinstead ofautomatedchecksManuallyschedulerecurringmeetingsLog a callnote inthe CRMUpdatingthe CRMafterevery callSendingremindersemailmanuallySent anemailtemplatetwice a weekManualupselltrackingSharingproductsupdatemanuallyManuallytagged acontact fora campaignFree!Manuallyadd auser to areportSend a textto customerafterrespondingto an emailSendcomplianceremindersmanuallyCheckdatamanuallyfollowingup withinactiveusers

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