ParaphrasethecustomersrequestMatchproduct withcustomerneedSendcard to acustomerGo out ofthe way topleaseAsk factquestionsUsegreenbuttonAskvaluequestionsThanksfor beinga valuedcustomerUseverbalcuesTakeownershipof anissueIntroducecustomertosomeoneObtainagreementto proceedBuildrapportOpenendedquestionsShine+Send aservicesignalDid thingsright thefirst timeSend tworeferralsto abankerOffer afinancialreview witha bankerUsedcustomersnameGet acustomerto sit witha bankerOfferaccountbalanceThank youfor yourbusinessUsevisualcuesParaphrasethecustomersrequestMatchproduct withcustomerneedSendcard to acustomerGo out ofthe way topleaseAsk factquestionsUsegreenbuttonAskvaluequestionsThanksfor beinga valuedcustomerUseverbalcuesTakeownershipof anissueIntroducecustomertosomeoneObtainagreementto proceedBuildrapportOpenendedquestionsShine+Send aservicesignalDid thingsright thefirst timeSend tworeferralsto abankerOffer afinancialreview witha bankerUsedcustomersnameGet acustomerto sit witha bankerOfferaccountbalanceThank youfor yourbusinessUsevisualcues

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