Go out ofthe way topleaseGet acustomerto sit witha bankerSend aservicesignalUseverbalcuesSendcard to acustomerUsegreenbuttonBuildrapportParaphrasethecustomersrequestSend tworeferralsto abankerAsk factquestionsDid thingsright thefirst timeTakeownershipof anissueMatchproduct withcustomerneedOffer afinancialreview witha bankerAskvaluequestionsShine+OpenendedquestionsObtainagreementto proceedThanksfor beinga valuedcustomerUsedcustomersnameThank youfor yourbusinessUsevisualcuesOfferaccountbalanceIntroducecustomertosomeoneGo out ofthe way topleaseGet acustomerto sit witha bankerSend aservicesignalUseverbalcuesSendcard to acustomerUsegreenbuttonBuildrapportParaphrasethecustomersrequestSend tworeferralsto abankerAsk factquestionsDid thingsright thefirst timeTakeownershipof anissueMatchproduct withcustomerneedOffer afinancialreview witha bankerAskvaluequestionsShine+OpenendedquestionsObtainagreementto proceedThanksfor beinga valuedcustomerUsedcustomersnameThank youfor yourbusinessUsevisualcuesOfferaccountbalanceIntroducecustomertosomeone

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. Go out of the way to please
  2. Get a customer to sit with a banker
  3. Send a service signal
  4. Use verbal cues
  5. Send card to a customer
  6. Use green button
  7. Build rapport
  8. Paraphrase the customers request
  9. Send two referrals to a banker
  10. Ask fact questions
  11. Did things right the first time
  12. Take ownership of an issue
  13. Match product with customer need
  14. Offer a financial review with a banker
  15. Ask value questions
  16. Shine +
  17. Open ended questions
  18. Obtain agreement to proceed
  19. Thanks for being a valued customer
  20. Used customers name
  21. Thank you for your business
  22. Use visual cues
  23. Offer account balance
  24. Introduce customer to someone