Sendfollows upemail afterrespondingSendingremindersemailmanuallySharingproductsupdatemanuallyfollowingup withinactiveusersSendingSatisfactionsurveymanuallySend a textto customerafterrespondingto an emailCall a clubthat couldhave beenemailedFree!Chased aclub for amemberupdateManualupselltrackingSend amanualfollow upCheckdatamanuallyManuallyschedulerecurringmeetingsManuallytagged acontact fora campaignLog a callnote inthe CRMChecked thestatuspaymentstatus of theclub manuallyUpdatingthe CRMafterevery callMeeting withclub could ofbeenautomatedemailSent anemailtemplatetwice a weekSendcomplianceremindersmanuallyManuallyadd auser to areportMissed anopportunityfor upsellFollow upon overdueinvoicesmanuallyManual datavalidationinstead ofautomatedchecksSendfollows upemail afterrespondingSendingremindersemailmanuallySharingproductsupdatemanuallyfollowingup withinactiveusersSendingSatisfactionsurveymanuallySend a textto customerafterrespondingto an emailCall a clubthat couldhave beenemailedFree!Chased aclub for amemberupdateManualupselltrackingSend amanualfollow upCheckdatamanuallyManuallyschedulerecurringmeetingsManuallytagged acontact fora campaignLog a callnote inthe CRMChecked thestatuspaymentstatus of theclub manuallyUpdatingthe CRMafterevery callMeeting withclub could ofbeenautomatedemailSent anemailtemplatetwice a weekSendcomplianceremindersmanuallyManuallyadd auser to areportMissed anopportunityfor upsellFollow upon overdueinvoicesmanuallyManual datavalidationinstead ofautomatedchecks

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