Did thingsright thefirst timeGet acustomerto sit witha bankerGo out ofthe way topleaseUsedcustomersnameThank youfor yourbusinessThanksfor beinga valuedcustomerAsk factquestionsSend tworeferralsto abankerSendcard to acustomerSend aservicesignalParaphrasethecustomersrequestOfferaccountbalanceOpenendedquestionsUseverbalcuesShine+Offer afinancialreview witha bankerUsegreenbuttonTakeownershipof anissueMatchproduct withcustomerneedUsevisualcuesBuildrapportAskvaluequestionsObtainagreementto proceedIntroducecustomertosomeoneDid thingsright thefirst timeGet acustomerto sit witha bankerGo out ofthe way topleaseUsedcustomersnameThank youfor yourbusinessThanksfor beinga valuedcustomerAsk factquestionsSend tworeferralsto abankerSendcard to acustomerSend aservicesignalParaphrasethecustomersrequestOfferaccountbalanceOpenendedquestionsUseverbalcuesShine+Offer afinancialreview witha bankerUsegreenbuttonTakeownershipof anissueMatchproduct withcustomerneedUsevisualcuesBuildrapportAskvaluequestionsObtainagreementto proceedIntroducecustomertosomeone

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Did things right the first time
  2. Get a customer to sit with a banker
  3. Go out of the way to please
  4. Used customers name
  5. Thank you for your business
  6. Thanks for being a valued customer
  7. Ask fact questions
  8. Send two referrals to a banker
  9. Send card to a customer
  10. Send a service signal
  11. Paraphrase the customers request
  12. Offer account balance
  13. Open ended questions
  14. Use verbal cues
  15. Shine +
  16. Offer a financial review with a banker
  17. Use green button
  18. Take ownership of an issue
  19. Match product with customer need
  20. Use visual cues
  21. Build rapport
  22. Ask value questions
  23. Obtain agreement to proceed
  24. Introduce customer to someone