Ask factquestionsIntroducecustomertosomeoneThanksfor beinga valuedcustomerUsedcustomersnameShine+AskvaluequestionsBuildrapportUsevisualcuesUseverbalcuesDid thingsright thefirst timeUsegreenbuttonThank youfor yourbusinessOpenendedquestionsGet acustomerto sit witha bankerObtainagreementto proceedMatchproduct withcustomerneedOfferaccountbalanceParaphrasethecustomersrequestGo out ofthe way topleaseTakeownershipof anissueSend tworeferralsto abankerSendcard to acustomerSend aservicesignalOffer afinancialreview witha bankerAsk factquestionsIntroducecustomertosomeoneThanksfor beinga valuedcustomerUsedcustomersnameShine+AskvaluequestionsBuildrapportUsevisualcuesUseverbalcuesDid thingsright thefirst timeUsegreenbuttonThank youfor yourbusinessOpenendedquestionsGet acustomerto sit witha bankerObtainagreementto proceedMatchproduct withcustomerneedOfferaccountbalanceParaphrasethecustomersrequestGo out ofthe way topleaseTakeownershipof anissueSend tworeferralsto abankerSendcard to acustomerSend aservicesignalOffer afinancialreview witha banker

Customer Experience - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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. Ask fact questions
  2. Introduce customer to someone
  3. Thanks for being a valued customer
  4. Used customers name
  5. Shine +
  6. Ask value questions
  7. Build rapport
  8. Use visual cues
  9. Use verbal cues
  10. Did things right the first time
  11. Use green button
  12. Thank you for your business
  13. Open ended questions
  14. Get a customer to sit with a banker
  15. Obtain agreement to proceed
  16. Match product with customer need
  17. Offer account balance
  18. Paraphrase the customers request
  19. Go out of the way to please
  20. Take ownership of an issue
  21. Send two referrals to a banker
  22. Send card to a customer
  23. Send a service signal
  24. Offer a financial review with a banker