AskvaluequestionsOpenendedquestionsSend tworeferralsto abankerObtainagreementto proceedGet acustomerto sit witha bankerUseverbalcuesAsk factquestionsOffer afinancialreview witha bankerTakeownershipof anissueOfferaccountbalanceUsedcustomersnameParaphrasethecustomersrequestIntroducecustomertosomeoneThanksfor beinga valuedcustomerThank youfor yourbusinessShine+Did thingsright thefirst timeUsegreenbuttonBuildrapportUsevisualcuesSendcard to acustomerSend aservicesignalGo out ofthe way topleaseMatchproduct withcustomerneedAskvaluequestionsOpenendedquestionsSend tworeferralsto abankerObtainagreementto proceedGet acustomerto sit witha bankerUseverbalcuesAsk factquestionsOffer afinancialreview witha bankerTakeownershipof anissueOfferaccountbalanceUsedcustomersnameParaphrasethecustomersrequestIntroducecustomertosomeoneThanksfor beinga valuedcustomerThank youfor yourbusinessShine+Did thingsright thefirst timeUsegreenbuttonBuildrapportUsevisualcuesSendcard to acustomerSend aservicesignalGo out ofthe way topleaseMatchproduct withcustomerneed

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