OfferaccountbalanceUseverbalcuesShine+Thanksfor beinga valuedcustomerUsedcustomersnameOpenendedquestionsIntroducecustomertosomeoneGo out ofthe way topleaseMatchproduct withcustomerneedObtainagreementto proceedTakeownershipof anissueOffer afinancialreview witha bankerAsk factquestionsSendcard to acustomerSend aservicesignalUsevisualcuesGet acustomerto sit witha bankerSend tworeferralsto abankerThank youfor yourbusinessUsegreenbuttonParaphrasethecustomersrequestDid thingsright thefirst timeBuildrapportAskvaluequestionsOfferaccountbalanceUseverbalcuesShine+Thanksfor beinga valuedcustomerUsedcustomersnameOpenendedquestionsIntroducecustomertosomeoneGo out ofthe way topleaseMatchproduct withcustomerneedObtainagreementto proceedTakeownershipof anissueOffer afinancialreview witha bankerAsk factquestionsSendcard to acustomerSend aservicesignalUsevisualcuesGet acustomerto sit witha bankerSend tworeferralsto abankerThank youfor yourbusinessUsegreenbuttonParaphrasethecustomersrequestDid thingsright thefirst timeBuildrapportAskvaluequestions

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