Thanksfor beinga valuedcustomerMatchproduct withcustomerneedOpenendedquestionsGet acustomerto sit witha bankerSendcard to acustomerIntroducecustomertosomeoneUsedcustomersnameOfferaccountbalanceThank youfor yourbusinessBuildrapportAsk factquestionsParaphrasethecustomersrequestTakeownershipof anissueObtainagreementto proceedShine+Offer afinancialreview witha bankerAskvaluequestionsUseverbalcuesGo out ofthe way topleaseUsegreenbuttonDid thingsright thefirst timeUsevisualcuesSend tworeferralsto abankerSend aservicesignalThanksfor beinga valuedcustomerMatchproduct withcustomerneedOpenendedquestionsGet acustomerto sit witha bankerSendcard to acustomerIntroducecustomertosomeoneUsedcustomersnameOfferaccountbalanceThank youfor yourbusinessBuildrapportAsk factquestionsParaphrasethecustomersrequestTakeownershipof anissueObtainagreementto proceedShine+Offer afinancialreview witha bankerAskvaluequestionsUseverbalcuesGo out ofthe way topleaseUsegreenbuttonDid thingsright thefirst timeUsevisualcuesSend tworeferralsto abankerSend aservicesignal

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