Discussedbusinessgoals forthe yearAnticipatedClientneedsProactiveoutreach/90day callingTookownershipof anissueListenedto clientsneedsIntroducedoneChasepartnerDeliveredtoughnews withgraceDiscussedsurvey/NPSwith clientApologizedwithAtonementGiftCollaboratedwith OneChasePartnersActivelylistened toyour clientTookownershipof issueMet withthe clientat theirbusinessGave clienta VerticalIQ for theirbusinessPersonalizedbusinesssolutionsAskedforfeedbackRecognizedmilestonesw/ Momentsthat matter Respondedwithin 24hoursAsk theclient if theywouldrecommendChaseMadeclient feelvaluedCommunicatedupdates whileescalating anissue/problemAssistedclient withaccess toCapitalRecapemail sentto clientpromptlyEducatedclients aboutfraudprotectionservicesWent abovestandardexpectationsClearlycommunicatedwithoutcofusionBuilt trustwithtransparencyDeliveredon apromiseTurned acomplaintintoloyaltyDiscussedbusinessgoals forthe yearAnticipatedClientneedsProactiveoutreach/90day callingTookownershipof anissueListenedto clientsneedsIntroducedoneChasepartnerDeliveredtoughnews withgraceDiscussedsurvey/NPSwith clientApologizedwithAtonementGiftCollaboratedwith OneChasePartnersActivelylistened toyour clientTookownershipof issueMet withthe clientat theirbusinessGave clienta VerticalIQ for theirbusinessPersonalizedbusinesssolutionsAskedforfeedbackRecognizedmilestonesw/ Momentsthat matter Respondedwithin 24hoursAsk theclient if theywouldrecommendChaseMadeclient feelvaluedCommunicatedupdates whileescalating anissue/problemAssistedclient withaccess toCapitalRecapemail sentto clientpromptlyEducatedclients aboutfraudprotectionservicesWent abovestandardexpectationsClearlycommunicatedwithoutcofusionBuilt trustwithtransparencyDeliveredon apromiseTurned acomplaintintoloyalty

Tee up for Excellence! Client Experience Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
U
2
R
3
T
4
T
5
S
6
S
7
T
8
S
9
T
10
R
11
T
12
T
13
T
14
T
15
S
16
R
17
R
18
R
19
U
20
U
21
U
22
S
23
T
24
R
25
S
26
T
27
U
28
T
29
T
  1. U-Discussed business goals for the year
  2. R-Anticipated Client needs
  3. T-Proactive outreach/90 day calling
  4. T-Took ownership of an issue
  5. S-Listened to clients needs
  6. S-Introduced one Chase partner
  7. T-Delivered tough news with grace
  8. S-Discussed survey/NPS with client
  9. T-Apologized with Atonement Gift
  10. R-Collaborated with One Chase Partners
  11. T-Actively listened to your client
  12. T-Took ownership of issue
  13. T-Met with the client at their business
  14. T-Gave client a Vertical IQ for their business
  15. S-Personalized business solutions
  16. R-Asked for feedback
  17. R-Recognized milestones w/ Moments that matter
  18. R-Responded within 24 hours
  19. U-Ask the client if they would recommend Chase
  20. U-Made client feel valued
  21. U-Communicated updates while escalating an issue/problem
  22. S-Assisted client with access to Capital
  23. T-Recap email sent to client promptly
  24. R-Educated clients about fraud protection services
  25. S-Went above standard expectations
  26. T-Clearly communicated without cofusion
  27. U-Built trust with transparency
  28. T-Delivered on a promise
  29. T-Turned a complaint into loyalty