UsevisualcuesThanksfor beinga valuedcustomerMatchproduct withcustomerneedUsegreenbuttonUseverbalcuesGet acustomerto sit witha bankerSend tworeferralsto abankerShine+Offer afinancialreview witha bankerParaphrasethecustomersrequestGo out ofthe way topleaseUsedcustomersnameSend aservicesignalAskvaluequestionsIntroducecustomertosomeoneDid thingsright thefirst timeThank youfor yourbusinessBuildrapportObtainagreementto proceedTakeownershipof anissueOfferaccountbalanceAsk factquestionsOpenendedquestionsSendcard to acustomerUsevisualcuesThanksfor beinga valuedcustomerMatchproduct withcustomerneedUsegreenbuttonUseverbalcuesGet acustomerto sit witha bankerSend tworeferralsto abankerShine+Offer afinancialreview witha bankerParaphrasethecustomersrequestGo out ofthe way topleaseUsedcustomersnameSend aservicesignalAskvaluequestionsIntroducecustomertosomeoneDid thingsright thefirst timeThank youfor yourbusinessBuildrapportObtainagreementto proceedTakeownershipof anissueOfferaccountbalanceAsk factquestionsOpenendedquestionsSendcard to acustomer

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.


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