Send a textto customerafterrespondingto an emailSendfollows upemail afterrespondingSendcomplianceremindersmanuallyMeeting withclub could ofbeenautomatedemailSharingproductsupdatemanuallyManualupselltrackingLog a callnote inthe CRMSendingremindersemailmanuallyChased aclub for amemberupdateManuallyschedulerecurringmeetingsMissed anopportunityfor upsellSendingSatisfactionsurveymanuallyUpdatingthe CRMafterevery callFollow upon overdueinvoicesmanuallyCall a clubthat couldhave beenemailedSent anemailtemplatetwice a weekManuallyadd auser to areportManual datavalidationinstead ofautomatedchecksChecked thestatuspaymentstatus of theclub manuallyCheckdatamanuallyfollowingup withinactiveusersSend amanualfollow upManuallytagged acontact fora campaignFree!Send a textto customerafterrespondingto an emailSendfollows upemail afterrespondingSendcomplianceremindersmanuallyMeeting withclub could ofbeenautomatedemailSharingproductsupdatemanuallyManualupselltrackingLog a callnote inthe CRMSendingremindersemailmanuallyChased aclub for amemberupdateManuallyschedulerecurringmeetingsMissed anopportunityfor upsellSendingSatisfactionsurveymanuallyUpdatingthe CRMafterevery callFollow upon overdueinvoicesmanuallyCall a clubthat couldhave beenemailedSent anemailtemplatetwice a weekManuallyadd auser to areportManual datavalidationinstead ofautomatedchecksChecked thestatuspaymentstatus of theclub manuallyCheckdatamanuallyfollowingup withinactiveusersSend amanualfollow upManuallytagged acontact fora campaignFree!

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