Ask factquestionsThanksfor beinga valuedcustomerGo out ofthe way topleaseOfferaccountbalanceTakeownershipof anissueIntroducecustomertosomeoneShine+AskvaluequestionsUsedcustomersnameMatchproduct withcustomerneedSendcard to acustomerThank youfor yourbusinessBuildrapportObtainagreementto proceedDid thingsright thefirst timeUsevisualcuesSend tworeferralsto abankerUseverbalcuesOpenendedquestionsGet acustomerto sit witha bankerSend aservicesignalParaphrasethecustomersrequestUsegreenbuttonOffer afinancialreview witha bankerAsk factquestionsThanksfor beinga valuedcustomerGo out ofthe way topleaseOfferaccountbalanceTakeownershipof anissueIntroducecustomertosomeoneShine+AskvaluequestionsUsedcustomersnameMatchproduct withcustomerneedSendcard to acustomerThank youfor yourbusinessBuildrapportObtainagreementto proceedDid thingsright thefirst timeUsevisualcuesSend tworeferralsto abankerUseverbalcuesOpenendedquestionsGet acustomerto sit witha bankerSend aservicesignalParaphrasethecustomersrequestUsegreenbuttonOffer afinancialreview witha banker

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