Went abovestandardexpectationsAskedforfeedbackAssistedclient withaccess toCapitalTookownershipof issueClearlycommunicatedwithoutcofusionTurned acomplaintintoloyaltyEducatedclients aboutfraudprotectionservicesDiscussedsurvey/NPSwith clientAsk theclient if theywouldrecommendChaseDiscussedbusinessgoals forthe yearDeliveredon apromiseApologizedwithAtonementGiftAnticipatedClientneedsCommunicatedupdates whileescalating anissue/problemRespondedwithin 24hoursListenedto clientsneedsActivelylistened toyour clientMadeclient feelvaluedRecognizedmilestonesw/ Momentsthat matter Built trustwithtransparencyGave clienta VerticalIQ for theirbusinessRecapemail sentto clientpromptlyPersonalizedbusinesssolutionsMet withthe clientat theirbusinessTookownershipof anissueDeliveredtoughnews withgraceIntroducedoneChasepartnerProactiveoutreach/90day callingCollaboratedwith OneChasePartnersWent abovestandardexpectationsAskedforfeedbackAssistedclient withaccess toCapitalTookownershipof issueClearlycommunicatedwithoutcofusionTurned acomplaintintoloyaltyEducatedclients aboutfraudprotectionservicesDiscussedsurvey/NPSwith clientAsk theclient if theywouldrecommendChaseDiscussedbusinessgoals forthe yearDeliveredon apromiseApologizedwithAtonementGiftAnticipatedClientneedsCommunicatedupdates whileescalating anissue/problemRespondedwithin 24hoursListenedto clientsneedsActivelylistened toyour clientMadeclient feelvaluedRecognizedmilestonesw/ Momentsthat matter Built trustwithtransparencyGave clienta VerticalIQ for theirbusinessRecapemail sentto clientpromptlyPersonalizedbusinesssolutionsMet withthe clientat theirbusinessTookownershipof anissueDeliveredtoughnews withgraceIntroducedoneChasepartnerProactiveoutreach/90day callingCollaboratedwith OneChasePartners

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