Met withthe clientat theirbusinessCommunicatedupdates whileescalating anissue/problemTookownershipof anissueDeliveredtoughnews withgraceRespondedwithin 24hoursGave clienta VerticalIQ for theirbusinessAssistedclient withaccess toCapitalRecapemail sentto clientpromptlyActivelylistened toyour clientAsk theclient if theywouldrecommendChaseCollaboratedwith OneChasePartnersMadeclient feelvaluedPersonalizedbusinesssolutionsTookownershipof issueWent abovestandardexpectationsRecognizedmilestonesw/ Momentsthat matter Built trustwithtransparencyDeliveredon apromiseDiscussedsurvey/NPSwith clientEducatedclients aboutfraudprotectionservicesAnticipatedClientneedsDiscussedbusinessgoals forthe yearClearlycommunicatedwithoutcofusionTurned acomplaintintoloyaltyAskedforfeedbackProactiveoutreach/90day callingApologizedwithAtonementGiftListenedto clientsneedsIntroducedoneChasepartnerMet withthe clientat theirbusinessCommunicatedupdates whileescalating anissue/problemTookownershipof anissueDeliveredtoughnews withgraceRespondedwithin 24hoursGave clienta VerticalIQ for theirbusinessAssistedclient withaccess toCapitalRecapemail sentto clientpromptlyActivelylistened toyour clientAsk theclient if theywouldrecommendChaseCollaboratedwith OneChasePartnersMadeclient feelvaluedPersonalizedbusinesssolutionsTookownershipof issueWent abovestandardexpectationsRecognizedmilestonesw/ Momentsthat matter Built trustwithtransparencyDeliveredon apromiseDiscussedsurvey/NPSwith clientEducatedclients aboutfraudprotectionservicesAnticipatedClientneedsDiscussedbusinessgoals forthe yearClearlycommunicatedwithoutcofusionTurned acomplaintintoloyaltyAskedforfeedbackProactiveoutreach/90day callingApologizedwithAtonementGiftListenedto clientsneedsIntroducedoneChasepartner

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