Discussedbusinessgoals forthe yearListenedto clientsneedsTurned acomplaintintoloyaltyClearlycommunicatedwithoutcofusionPersonalizedbusinesssolutionsCollaboratedwith OneChasePartnersAskedforfeedbackBuilt trustwithtransparencyMet withthe clientat theirbusinessCommunicatedupdates whileescalating anissue/problemProactiveoutreach/90day callingDiscussedsurvey/NPSwith clientAssistedclient withaccess toCapitalDeliveredon apromiseDeliveredtoughnews withgraceApologizedwithAtonementGiftTookownershipof issueAsk theclient if theywouldrecommendChaseTookownershipof anissueWent abovestandardexpectationsRecapemail sentto clientpromptlyAnticipatedClientneedsRespondedwithin 24hoursIntroducedoneChasepartnerEducatedclients aboutfraudprotectionservicesGave clienta VerticalIQ for theirbusinessMadeclient feelvaluedActivelylistened toyour clientRecognizedmilestonesw/ Momentsthat matter Discussedbusinessgoals forthe yearListenedto clientsneedsTurned acomplaintintoloyaltyClearlycommunicatedwithoutcofusionPersonalizedbusinesssolutionsCollaboratedwith OneChasePartnersAskedforfeedbackBuilt trustwithtransparencyMet withthe clientat theirbusinessCommunicatedupdates whileescalating anissue/problemProactiveoutreach/90day callingDiscussedsurvey/NPSwith clientAssistedclient withaccess toCapitalDeliveredon apromiseDeliveredtoughnews withgraceApologizedwithAtonementGiftTookownershipof issueAsk theclient if theywouldrecommendChaseTookownershipof anissueWent abovestandardexpectationsRecapemail sentto clientpromptlyAnticipatedClientneedsRespondedwithin 24hoursIntroducedoneChasepartnerEducatedclients aboutfraudprotectionservicesGave clienta VerticalIQ for theirbusinessMadeclient feelvaluedActivelylistened toyour clientRecognizedmilestonesw/ Momentsthat matter 

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