Send aservicesignalThanksfor beinga valuedcustomerAsk factquestionsUsedcustomersnameSend tworeferralsto abankerThank youfor yourbusinessAskvaluequestionsOpenendedquestionsMatchproduct withcustomerneedIntroducecustomertosomeoneShine+Get acustomerto sit witha bankerOfferaccountbalanceUsevisualcuesBuildrapportUseverbalcuesSendcard to acustomerTakeownershipof anissueGo out ofthe way topleaseOffer afinancialreview witha bankerUsegreenbuttonDid thingsright thefirst timeObtainagreementto proceedParaphrasethecustomersrequestSend aservicesignalThanksfor beinga valuedcustomerAsk factquestionsUsedcustomersnameSend tworeferralsto abankerThank youfor yourbusinessAskvaluequestionsOpenendedquestionsMatchproduct withcustomerneedIntroducecustomertosomeoneShine+Get acustomerto sit witha bankerOfferaccountbalanceUsevisualcuesBuildrapportUseverbalcuesSendcard to acustomerTakeownershipof anissueGo out ofthe way topleaseOffer afinancialreview witha bankerUsegreenbuttonDid thingsright thefirst timeObtainagreementto proceedParaphrasethecustomersrequest

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