Get acustomerto sit witha bankerSend tworeferralsto abankerBuildrapportSendcard to acustomerGo out ofthe way topleaseShine+Thanksfor beinga valuedcustomerUsegreenbuttonParaphrasethecustomersrequestUseverbalcuesMatchproduct withcustomerneedAsk factquestionsThank youfor yourbusinessOfferaccountbalanceOffer afinancialreview witha bankerUsedcustomersnameAskvaluequestionsUsevisualcuesSend aservicesignalTakeownershipof anissueDid thingsright thefirst timeObtainagreementto proceedIntroducecustomertosomeoneOpenendedquestionsGet acustomerto sit witha bankerSend tworeferralsto abankerBuildrapportSendcard to acustomerGo out ofthe way topleaseShine+Thanksfor beinga valuedcustomerUsegreenbuttonParaphrasethecustomersrequestUseverbalcuesMatchproduct withcustomerneedAsk factquestionsThank youfor yourbusinessOfferaccountbalanceOffer afinancialreview witha bankerUsedcustomersnameAskvaluequestionsUsevisualcuesSend aservicesignalTakeownershipof anissueDid thingsright thefirst timeObtainagreementto proceedIntroducecustomertosomeoneOpenendedquestions

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