ClearlycommunicatedwithoutcofusionGave clienta VerticalIQ for theirbusinessAssistedclient withaccess toCapitalListenedto clientsneedsApologizedwithAtonementGiftCollaboratedwith OneChasePartnersCommunicatedupdates whileescalating anissue/problemRespondedwithin 24hoursRecognizedmilestonesw/ Momentsthat matter Tookownershipof anissuePersonalizedbusinesssolutionsTookownershipof issueIntroducedoneChasepartnerEducatedclients aboutfraudprotectionservicesMet withthe clientat theirbusinessAnticipatedClientneedsActivelylistened toyour clientProactiveoutreach/90day callingMadeclient feelvaluedTurned acomplaintintoloyaltyDiscussedsurvey/NPSwith clientDiscussedbusinessgoals forthe yearDeliveredon apromiseDeliveredtoughnews withgraceAsk theclient if theywouldrecommendChaseAskedforfeedbackBuilt trustwithtransparencyWent abovestandardexpectationsRecapemail sentto clientpromptlyClearlycommunicatedwithoutcofusionGave clienta VerticalIQ for theirbusinessAssistedclient withaccess toCapitalListenedto clientsneedsApologizedwithAtonementGiftCollaboratedwith OneChasePartnersCommunicatedupdates whileescalating anissue/problemRespondedwithin 24hoursRecognizedmilestonesw/ Momentsthat matter Tookownershipof anissuePersonalizedbusinesssolutionsTookownershipof issueIntroducedoneChasepartnerEducatedclients aboutfraudprotectionservicesMet withthe clientat theirbusinessAnticipatedClientneedsActivelylistened toyour clientProactiveoutreach/90day callingMadeclient feelvaluedTurned acomplaintintoloyaltyDiscussedsurvey/NPSwith clientDiscussedbusinessgoals forthe yearDeliveredon apromiseDeliveredtoughnews withgraceAsk theclient if theywouldrecommendChaseAskedforfeedbackBuilt trustwithtransparencyWent abovestandardexpectationsRecapemail sentto clientpromptly

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.


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