BuildrapportSendcard to acustomerUseverbalcuesThank youfor yourbusinessOffer afinancialreview witha bankerGo out ofthe way topleaseUsevisualcuesTakeownershipof anissueOpenendedquestionsObtainagreementto proceedUsegreenbuttonMatchproduct withcustomerneedAskvaluequestionsIntroducecustomertosomeoneUsedcustomersnameGet acustomerto sit witha bankerAsk factquestionsDid thingsright thefirst timeThanksfor beinga valuedcustomerParaphrasethecustomersrequestSend tworeferralsto abankerShine+Send aservicesignalOfferaccountbalanceBuildrapportSendcard to acustomerUseverbalcuesThank youfor yourbusinessOffer afinancialreview witha bankerGo out ofthe way topleaseUsevisualcuesTakeownershipof anissueOpenendedquestionsObtainagreementto proceedUsegreenbuttonMatchproduct withcustomerneedAskvaluequestionsIntroducecustomertosomeoneUsedcustomersnameGet acustomerto sit witha bankerAsk factquestionsDid thingsright thefirst timeThanksfor beinga valuedcustomerParaphrasethecustomersrequestSend tworeferralsto abankerShine+Send aservicesignalOfferaccountbalance

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