Assistedclient withaccess toCapitalTookownershipof issueGave clienta VerticalIQ for theirbusinessRespondedwithin 24hoursTurned acomplaintintoloyaltyMadeclient feelvaluedBuilt trustwithtransparencyAskedforfeedbackDiscussedbusinessgoals forthe yearCommunicatedupdates whileescalating anissue/problemMet withthe clientat theirbusinessRecognizedmilestonesw/ Momentsthat matter Collaboratedwith OneChasePartnersDiscussedsurvey/NPSwith clientPersonalizedbusinesssolutionsTookownershipof anissueWent abovestandardexpectationsIntroducedoneChasepartnerDeliveredtoughnews withgraceRecapemail sentto clientpromptlyActivelylistened toyour clientAnticipatedClientneedsClearlycommunicatedwithoutcofusionAsk theclient if theywouldrecommendChaseApologizedwithAtonementGiftEducatedclients aboutfraudprotectionservicesProactiveoutreach/90day callingListenedto clientsneedsDeliveredon apromiseAssistedclient withaccess toCapitalTookownershipof issueGave clienta VerticalIQ for theirbusinessRespondedwithin 24hoursTurned acomplaintintoloyaltyMadeclient feelvaluedBuilt trustwithtransparencyAskedforfeedbackDiscussedbusinessgoals forthe yearCommunicatedupdates whileescalating anissue/problemMet withthe clientat theirbusinessRecognizedmilestonesw/ Momentsthat matter Collaboratedwith OneChasePartnersDiscussedsurvey/NPSwith clientPersonalizedbusinesssolutionsTookownershipof anissueWent abovestandardexpectationsIntroducedoneChasepartnerDeliveredtoughnews withgraceRecapemail sentto clientpromptlyActivelylistened toyour clientAnticipatedClientneedsClearlycommunicatedwithoutcofusionAsk theclient if theywouldrecommendChaseApologizedwithAtonementGiftEducatedclients aboutfraudprotectionservicesProactiveoutreach/90day callingListenedto clientsneedsDeliveredon apromise

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