Meeting withclub could ofbeenautomatedemailChecked thestatuspaymentstatus of theclub manuallyCheckdatamanuallyUpdatingthe CRMafterevery callSendingSatisfactionsurveymanuallyManual datavalidationinstead ofautomatedchecksChased aclub for amemberupdateSharingproductsupdatemanuallyManuallyschedulerecurringmeetingsSendcomplianceremindersmanuallyManualupselltrackingCall a clubthat couldhave beenemailedSend a textto customerafterrespondingto an emailSendingremindersemailmanuallyLog a callnote inthe CRMMissed anopportunityfor upsellFree!Manuallyadd auser to areportSend amanualfollow upManuallytagged acontact fora campaignSendfollows upemail afterrespondingfollowingup withinactiveusersFollow upon overdueinvoicesmanuallySent anemailtemplatetwice a weekMeeting withclub could ofbeenautomatedemailChecked thestatuspaymentstatus of theclub manuallyCheckdatamanuallyUpdatingthe CRMafterevery callSendingSatisfactionsurveymanuallyManual datavalidationinstead ofautomatedchecksChased aclub for amemberupdateSharingproductsupdatemanuallyManuallyschedulerecurringmeetingsSendcomplianceremindersmanuallyManualupselltrackingCall a clubthat couldhave beenemailedSend a textto customerafterrespondingto an emailSendingremindersemailmanuallyLog a callnote inthe CRMMissed anopportunityfor upsellFree!Manuallyadd auser to areportSend amanualfollow upManuallytagged acontact fora campaignSendfollows upemail afterrespondingfollowingup withinactiveusersFollow upon overdueinvoicesmanuallySent anemailtemplatetwice a week

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