Thanksfor beinga valuedcustomerUsedcustomersnameAskvaluequestionsGo out ofthe way topleaseThank youfor yourbusinessMatchproduct withcustomerneedOffer afinancialreview witha bankerUsegreenbuttonIntroducecustomertosomeoneUseverbalcuesOpenendedquestionsBuildrapportObtainagreementto proceedUsevisualcuesOfferaccountbalanceSendcard to acustomerParaphrasethecustomersrequestTakeownershipof anissueShine+Send aservicesignalAsk factquestionsGet acustomerto sit witha bankerDid thingsright thefirst timeSend tworeferralsto abankerThanksfor beinga valuedcustomerUsedcustomersnameAskvaluequestionsGo out ofthe way topleaseThank youfor yourbusinessMatchproduct withcustomerneedOffer afinancialreview witha bankerUsegreenbuttonIntroducecustomertosomeoneUseverbalcuesOpenendedquestionsBuildrapportObtainagreementto proceedUsevisualcuesOfferaccountbalanceSendcard to acustomerParaphrasethecustomersrequestTakeownershipof anissueShine+Send aservicesignalAsk factquestionsGet acustomerto sit witha bankerDid thingsright thefirst timeSend tworeferralsto abanker

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