Takeownershipof anissueOfferaccountbalanceUsevisualcuesOffer afinancialreview witha bankerMatchproduct withcustomerneedSendcard to acustomerGo out ofthe way topleaseGet acustomerto sit witha bankerAsk factquestionsSend tworeferralsto abankerBuildrapportUsedcustomersnameThank youfor yourbusinessUseverbalcuesShine+Send aservicesignalDid thingsright thefirst timeOpenendedquestionsParaphrasethecustomersrequestAskvaluequestionsUsegreenbuttonThanksfor beinga valuedcustomerObtainagreementto proceedIntroducecustomertosomeoneTakeownershipof anissueOfferaccountbalanceUsevisualcuesOffer afinancialreview witha bankerMatchproduct withcustomerneedSendcard to acustomerGo out ofthe way topleaseGet acustomerto sit witha bankerAsk factquestionsSend tworeferralsto abankerBuildrapportUsedcustomersnameThank youfor yourbusinessUseverbalcuesShine+Send aservicesignalDid thingsright thefirst timeOpenendedquestionsParaphrasethecustomersrequestAskvaluequestionsUsegreenbuttonThanksfor beinga valuedcustomerObtainagreementto 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.


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