IntroducecustomertosomeoneTakeownershipof anissueShine+OfferaccountbalanceSendcard to acustomerGo out ofthe way topleaseSend aservicesignalUsedcustomersnameAsk factquestionsOffer afinancialreview witha bankerOpenendedquestionsObtainagreementto proceedUsevisualcuesMatchproduct withcustomerneedThanksfor beinga valuedcustomerAskvaluequestionsUsegreenbuttonParaphrasethecustomersrequestGet acustomerto sit witha bankerDid thingsright thefirst timeUseverbalcuesSend tworeferralsto abankerBuildrapportThank youfor yourbusinessIntroducecustomertosomeoneTakeownershipof anissueShine+OfferaccountbalanceSendcard to acustomerGo out ofthe way topleaseSend aservicesignalUsedcustomersnameAsk factquestionsOffer afinancialreview witha bankerOpenendedquestionsObtainagreementto proceedUsevisualcuesMatchproduct withcustomerneedThanksfor beinga valuedcustomerAskvaluequestionsUsegreenbuttonParaphrasethecustomersrequestGet acustomerto sit witha bankerDid thingsright thefirst timeUseverbalcuesSend tworeferralsto abankerBuildrapportThank youfor yourbusiness

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