UsegreenbuttonAsk factquestionsSend aservicesignalThank youfor yourbusinessThanksfor beinga valuedcustomerOpenendedquestionsBuildrapportAskvaluequestionsParaphrasethecustomersrequestUsedcustomersnameGo out ofthe way topleaseTakeownershipof anissueUseverbalcuesDid thingsright thefirst timeGet acustomerto sit witha bankerShine+Sendcard to acustomerSend tworeferralsto abankerOffer afinancialreview witha bankerUsevisualcuesOfferaccountbalanceObtainagreementto proceedMatchproduct withcustomerneedIntroducecustomertosomeoneUsegreenbuttonAsk factquestionsSend aservicesignalThank youfor yourbusinessThanksfor beinga valuedcustomerOpenendedquestionsBuildrapportAskvaluequestionsParaphrasethecustomersrequestUsedcustomersnameGo out ofthe way topleaseTakeownershipof anissueUseverbalcuesDid thingsright thefirst timeGet acustomerto sit witha bankerShine+Sendcard to acustomerSend tworeferralsto abankerOffer afinancialreview witha bankerUsevisualcuesOfferaccountbalanceObtainagreementto proceedMatchproduct withcustomerneedIntroducecustomertosomeone

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