ManuallyschedulerecurringmeetingsSendcomplianceremindersmanuallySendfollows upemail afterrespondingCall a clubthat couldhave beenemailedFollow upon overdueinvoicesmanuallyUpdatingthe CRMafterevery callSharingproductsupdatemanuallyMeeting withclub could ofbeenautomatedemailMissed anopportunityfor upsellManual datavalidationinstead ofautomatedchecksCheckdatamanuallyChecked thestatuspaymentstatus of theclub manuallyFree!SendingSatisfactionsurveymanuallySent anemailtemplatetwice a weekManualupselltrackingManuallytagged acontact fora campaignManuallyadd auser to areportChased aclub for amemberupdateSend a textto customerafterrespondingto an emailLog a callnote inthe CRMfollowingup withinactiveusersSendingremindersemailmanuallySend amanualfollow upManuallyschedulerecurringmeetingsSendcomplianceremindersmanuallySendfollows upemail afterrespondingCall a clubthat couldhave beenemailedFollow upon overdueinvoicesmanuallyUpdatingthe CRMafterevery callSharingproductsupdatemanuallyMeeting withclub could ofbeenautomatedemailMissed anopportunityfor upsellManual datavalidationinstead ofautomatedchecksCheckdatamanuallyChecked thestatuspaymentstatus of theclub manuallyFree!SendingSatisfactionsurveymanuallySent anemailtemplatetwice a weekManualupselltrackingManuallytagged acontact fora campaignManuallyadd auser to areportChased aclub for amemberupdateSend a textto customerafterrespondingto an emailLog a callnote inthe CRMfollowingup withinactiveusersSendingremindersemailmanuallySend amanualfollow up

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