Send a textto customerafterrespondingto an emailManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsLog a callnote inthe CRMSend amanualfollow upChased aclub for amemberupdateManual datavalidationinstead ofautomatedchecksManualupselltrackingfollowingup withinactiveusersCall a clubthat couldhave beenemailedSendingremindersemailmanuallyFree!CheckdatamanuallyMeeting withclub could ofbeenautomatedemailSent anemailtemplatetwice a weekUpdatingthe CRMafterevery callChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallySendfollows upemail afterrespondingFollow upon overdueinvoicesmanuallyMissed anopportunityfor upsellManuallyadd auser to areportSharingproductsupdatemanuallySendcomplianceremindersmanuallySend a textto customerafterrespondingto an emailManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsLog a callnote inthe CRMSend amanualfollow upChased aclub for amemberupdateManual datavalidationinstead ofautomatedchecksManualupselltrackingfollowingup withinactiveusersCall a clubthat couldhave beenemailedSendingremindersemailmanuallyFree!CheckdatamanuallyMeeting withclub could ofbeenautomatedemailSent anemailtemplatetwice a weekUpdatingthe CRMafterevery callChecked thestatuspaymentstatus of theclub manuallySendingSatisfactionsurveymanuallySendfollows upemail afterrespondingFollow upon overdueinvoicesmanuallyMissed anopportunityfor upsellManuallyadd auser to areportSharingproductsupdatemanuallySendcomplianceremindersmanually

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