Takeownershipof anissueUsevisualcuesSend aservicesignalUsegreenbuttonUsedcustomersnameOpenendedquestionsThanksfor beinga valuedcustomerAsk factquestionsMatchproduct withcustomerneedAskvaluequestionsGo out ofthe way topleaseOffer afinancialreview witha bankerObtainagreementto proceedBuildrapportSendcard to acustomerUseverbalcuesDid thingsright thefirst timeSend tworeferralsto abankerGet acustomerto sit witha bankerIntroducecustomertosomeoneParaphrasethecustomersrequestThank youfor yourbusinessShine+OfferaccountbalanceTakeownershipof anissueUsevisualcuesSend aservicesignalUsegreenbuttonUsedcustomersnameOpenendedquestionsThanksfor beinga valuedcustomerAsk factquestionsMatchproduct withcustomerneedAskvaluequestionsGo out ofthe way topleaseOffer afinancialreview witha bankerObtainagreementto proceedBuildrapportSendcard to acustomerUseverbalcuesDid thingsright thefirst timeSend tworeferralsto abankerGet acustomerto sit witha bankerIntroducecustomertosomeoneParaphrasethecustomersrequestThank youfor yourbusinessShine+Offeraccountbalance

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