Manuallyadd auser to areportFree!Updatingthe CRMafterevery callSendingremindersemailmanuallySendfollows upemail afterrespondingSharingproductsupdatemanuallyManuallyschedulerecurringmeetingsSend amanualfollow upFollow upon overdueinvoicesmanuallyManuallytagged acontact fora campaignSend a textto customerafterrespondingto an emailChecked thestatuspaymentstatus of theclub manuallyCall a clubthat couldhave beenemailedfollowingup withinactiveusersSendcomplianceremindersmanuallyChased aclub for amemberupdateMeeting withclub could ofbeenautomatedemailCheckdatamanuallySent anemailtemplatetwice a weekLog a callnote inthe CRMSendingSatisfactionsurveymanuallyManualupselltrackingManual datavalidationinstead ofautomatedchecksMissed anopportunityfor upsellManuallyadd auser to areportFree!Updatingthe CRMafterevery callSendingremindersemailmanuallySendfollows upemail afterrespondingSharingproductsupdatemanuallyManuallyschedulerecurringmeetingsSend amanualfollow upFollow upon overdueinvoicesmanuallyManuallytagged acontact fora campaignSend a textto customerafterrespondingto an emailChecked thestatuspaymentstatus of theclub manuallyCall a clubthat couldhave beenemailedfollowingup withinactiveusersSendcomplianceremindersmanuallyChased aclub for amemberupdateMeeting withclub could ofbeenautomatedemailCheckdatamanuallySent anemailtemplatetwice a weekLog a callnote inthe CRMSendingSatisfactionsurveymanuallyManualupselltrackingManual datavalidationinstead ofautomatedchecksMissed anopportunityfor upsell

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