Thanksfor beinga valuedcustomerAsk factquestionsTakeownershipof anissueBuildrapportThank youfor yourbusinessOffer afinancialreview witha bankerOpenendedquestionsParaphrasethecustomersrequestOfferaccountbalanceUsevisualcuesShine+Get acustomerto sit witha bankerUsegreenbuttonUsedcustomersnameIntroducecustomertosomeoneGo out ofthe way topleaseDid thingsright thefirst timeAskvaluequestionsObtainagreementto proceedUseverbalcuesSendcard to acustomerSend aservicesignalMatchproduct withcustomerneedSend tworeferralsto abankerThanksfor beinga valuedcustomerAsk factquestionsTakeownershipof anissueBuildrapportThank youfor yourbusinessOffer afinancialreview witha bankerOpenendedquestionsParaphrasethecustomersrequestOfferaccountbalanceUsevisualcuesShine+Get acustomerto sit witha bankerUsegreenbuttonUsedcustomersnameIntroducecustomertosomeoneGo out ofthe way topleaseDid thingsright thefirst timeAskvaluequestionsObtainagreementto proceedUseverbalcuesSendcard to acustomerSend aservicesignalMatchproduct withcustomerneedSend tworeferralsto abanker

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