Matchproduct withcustomerneedSendcard to acustomerAskvaluequestionsSend aservicesignalUseverbalcuesBuildrapportTakeownershipof anissueOfferaccountbalanceSend tworeferralsto abankerGo out ofthe way topleaseAsk factquestionsThank youfor yourbusinessOffer afinancialreview witha bankerOpenendedquestionsParaphrasethecustomersrequestGet acustomerto sit witha bankerShine+Did thingsright thefirst timeUsegreenbuttonThanksfor beinga valuedcustomerIntroducecustomertosomeoneUsedcustomersnameObtainagreementto proceedUsevisualcuesMatchproduct withcustomerneedSendcard to acustomerAskvaluequestionsSend aservicesignalUseverbalcuesBuildrapportTakeownershipof anissueOfferaccountbalanceSend tworeferralsto abankerGo out ofthe way topleaseAsk factquestionsThank youfor yourbusinessOffer afinancialreview witha bankerOpenendedquestionsParaphrasethecustomersrequestGet acustomerto sit witha bankerShine+Did thingsright thefirst timeUsegreenbuttonThanksfor beinga valuedcustomerIntroducecustomertosomeoneUsedcustomersnameObtainagreementto proceedUsevisualcues

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