Ask theclient if theywouldrecommendChaseDeliveredon apromiseRecapemail sentto clientpromptlyEducatedclients aboutfraudprotectionservicesRespondedwithin 24hoursPersonalizedbusinesssolutionsTurned acomplaintintoloyaltyIntroducedoneChasepartnerListenedto clientsneedsMet withthe clientat theirbusinessMadeclient feelvaluedBuilt trustwithtransparencyActivelylistened toyour clientTookownershipof anissueAssistedclient withaccess toCapitalTookownershipof issueDiscussedsurvey/NPSwith clientProactiveoutreach/90day callingClearlycommunicatedwithoutcofusionRecognizedmilestonesw/ Momentsthat matter Collaboratedwith OneChasePartnersCommunicatedupdates whileescalating anissue/problemAnticipatedClientneedsDiscussedbusinessgoals forthe yearApologizedwithAtonementGiftDeliveredtoughnews withgraceGave clienta VerticalIQ for theirbusinessWent abovestandardexpectationsAskedforfeedbackAsk theclient if theywouldrecommendChaseDeliveredon apromiseRecapemail sentto clientpromptlyEducatedclients aboutfraudprotectionservicesRespondedwithin 24hoursPersonalizedbusinesssolutionsTurned acomplaintintoloyaltyIntroducedoneChasepartnerListenedto clientsneedsMet withthe clientat theirbusinessMadeclient feelvaluedBuilt trustwithtransparencyActivelylistened toyour clientTookownershipof anissueAssistedclient withaccess toCapitalTookownershipof issueDiscussedsurvey/NPSwith clientProactiveoutreach/90day callingClearlycommunicatedwithoutcofusionRecognizedmilestonesw/ Momentsthat matter Collaboratedwith OneChasePartnersCommunicatedupdates whileescalating anissue/problemAnticipatedClientneedsDiscussedbusinessgoals forthe yearApologizedwithAtonementGiftDeliveredtoughnews withgraceGave clienta VerticalIQ for theirbusinessWent abovestandardexpectationsAskedforfeedback

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