Updatingthe CRMafterevery callChased aclub for amemberupdateSent anemailtemplatetwice a weekFollow upon overdueinvoicesmanuallyManual datavalidationinstead ofautomatedchecksManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsManuallyadd auser to areportSendingremindersemailmanuallyMissed anopportunityfor upsellCheckdatamanuallySendcomplianceremindersmanuallyCall a clubthat couldhave beenemailedSendfollows upemail afterrespondingLog a callnote inthe CRMManualupselltrackingFree!SharingproductsupdatemanuallySendingSatisfactionsurveymanuallySend amanualfollow upMeeting withclub could ofbeenautomatedemailfollowingup withinactiveusersChecked thestatuspaymentstatus of theclub manuallySend a textto customerafterrespondingto an emailUpdatingthe CRMafterevery callChased aclub for amemberupdateSent anemailtemplatetwice a weekFollow upon overdueinvoicesmanuallyManual datavalidationinstead ofautomatedchecksManuallytagged acontact fora campaignManuallyschedulerecurringmeetingsManuallyadd auser to areportSendingremindersemailmanuallyMissed anopportunityfor upsellCheckdatamanuallySendcomplianceremindersmanuallyCall a clubthat couldhave beenemailedSendfollows upemail afterrespondingLog a callnote inthe CRMManualupselltrackingFree!SharingproductsupdatemanuallySendingSatisfactionsurveymanuallySend amanualfollow upMeeting withclub could ofbeenautomatedemailfollowingup withinactiveusersChecked thestatuspaymentstatus of theclub manuallySend a textto customerafterrespondingto an email

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