Send a textto customerafterrespondingto an emailSendfollows upemail afterrespondingChased aclub for amemberupdateSent anemailtemplatetwice a weekSendingremindersemailmanuallyCheckdatamanuallySendingSatisfactionsurveymanuallyManualupselltrackingManuallytagged acontact fora campaignMeeting withclub could ofbeenautomatedemailUpdatingthe CRMafterevery callFollow upon overdueinvoicesmanuallySharingproductsupdatemanuallyFree!Manual datavalidationinstead ofautomatedchecksCall a clubthat couldhave beenemailedLog a callnote inthe CRMManuallyschedulerecurringmeetingsfollowingup withinactiveusersSendcomplianceremindersmanuallyMissed anopportunityfor upsellManuallyadd auser to areportChecked thestatuspaymentstatus of theclub manuallySend amanualfollow upSend a textto customerafterrespondingto an emailSendfollows upemail afterrespondingChased aclub for amemberupdateSent anemailtemplatetwice a weekSendingremindersemailmanuallyCheckdatamanuallySendingSatisfactionsurveymanuallyManualupselltrackingManuallytagged acontact fora campaignMeeting withclub could ofbeenautomatedemailUpdatingthe CRMafterevery callFollow upon overdueinvoicesmanuallySharingproductsupdatemanuallyFree!Manual datavalidationinstead ofautomatedchecksCall a clubthat couldhave beenemailedLog a callnote inthe CRMManuallyschedulerecurringmeetingsfollowingup withinactiveusersSendcomplianceremindersmanuallyMissed anopportunityfor upsellManuallyadd auser to areportChecked thestatuspaymentstatus of theclub manuallySend 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. Send a text to customer after responding to an email
  2. Send follows up email after responding
  3. Chased a club for a member update
  4. Sent an email template twice a week
  5. Sending reminders email manually
  6. Check data manually
  7. Sending Satisfaction survey manually
  8. Manual upsell tracking
  9. Manually tagged a contact for a campaign
  10. Meeting with club could of been automated email
  11. Updating the CRM after every call
  12. Follow up on overdue invoices manually
  13. Sharing products update manually
  14. Free!
  15. Manual data validation instead of automated checks
  16. Call a club that could have been emailed
  17. Log a call note in the CRM
  18. Manually schedule recurring meetings
  19. following up with inactive users
  20. Send compliance reminders manually
  21. Missed an opportunity for upsell
  22. Manually add a user to a report
  23. Checked the status payment status of the club manually
  24. Send a manual follow up