Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesReach outand connectwith a co-workerWrite downan exampleof ending thecall on apositive noteReduce aconcernfor theclient(Name:___________)Verifycustomerinformationon a callVerifyemailaddress.Instillconfidence andestablishservicestandards withcustomerSlow acustomerdown andtake controlof the callPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Bring energyand an upbeattone of voiceduring a callAsk whereAuto IDCard shouldbe sent to.Complimenta co-workeron how theyhandled acallExceedservicestandardgiven to thecallerThank a fellowcoworker for anicely set upcase oractivityAdd an activityto a casepreviouslyowned byanother rep.Make it easyfor thecustomer todo businesswith usListen and askprobingquestions forunderstanding& detailsSay caller’sname onthreeconsecutivecallsUpdateCompanyContact/ verifyspelling andnumbers.(Preferablyoutside ofyourimmediateteam)Thank acustomerfor theirbusinessShare asincere“Thank You”(MR, RPO,or UND)Show aneagernessto help thecustomer.Follow podplan to ensurephonecoverage forcustomer(Tellhow)Open the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresMake acustomerlaugh!Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Providepositiverecognitionto a co-workerPortray energyandprofessionalismWrite down3 ways youengagedthe callerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesReach outand connectwith a co-workerWrite downan exampleof ending thecall on apositive noteReduce aconcernfor theclient(Name:___________)Verifycustomerinformationon a callVerifyemailaddress.Instillconfidence andestablishservicestandards withcustomerSlow acustomerdown andtake controlof the callPortrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Bring energyand an upbeattone of voiceduring a callAsk whereAuto IDCard shouldbe sent to.Complimenta co-workeron how theyhandled acallExceedservicestandardgiven to thecallerThank a fellowcoworker for anicely set upcase oractivityAdd an activityto a casepreviouslyowned byanother rep.Make it easyfor thecustomer todo businesswith usListen and askprobingquestions forunderstanding& detailsSay caller’sname onthreeconsecutivecallsUpdateCompanyContact/ verifyspelling andnumbers.(Preferablyoutside ofyourimmediateteam)Thank acustomerfor theirbusinessShare asincere“Thank You”(MR, RPO,or UND)Show aneagernessto help thecustomer.Follow podplan to ensurephonecoverage forcustomer(Tellhow)Open the callwith a warmgreeting to thecustomer.Usedocumentationto followcorrectproceduresMake acustomerlaugh!Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Providepositiverecognitionto a co-workerPortray energyandprofessionalismWrite down3 ways youengagedthe caller

Customer Service BINGO - 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. Offer to call the customer back if researching the request will take longer than 2 minutes
  2. Reach out and connect with a co-worker
  3. Write down an example of ending the call on a positive note
  4. Reduce a concern for the client
  5. (Name:___________)
  6. Verify customer information on a call
  7. Verify email address.
  8. Instill confidence and establish service standards with customer
  9. Slow a customer down and take control of the call
  10. Portray confidence - Make the customer feel like you are an expert and their needs will be met.
  11. Bring energy and an upbeat tone of voice during a call
  12. Ask where Auto ID Card should be sent to.
  13. Compliment a co-worker on how they handled a call
  14. Exceed service standard given to the caller
  15. Thank a fellow coworker for a nicely set up case or activity
  16. Add an activity to a case previously owned by another rep.
  17. Make it easy for the customer to do business with us
  18. Listen and ask probing questions for understanding & details
  19. Say caller’s name on three consecutive calls
  20. Update Company Contact/ verify spelling and numbers.
  21. (Preferably outside of your immediate team)
  22. Thank a customer for their business
  23. Share a sincere “Thank You” (MR, RPO, or UND)
  24. Show an eagerness to help the customer.
  25. Follow pod plan to ensure phone coverage for customer
  26. (Tell how)
  27. Open the call with a warm greeting to the customer.
  28. Use documentation to follow correct procedures
  29. Make a customer laugh!
  30. Confirm your understanding (and spelling) with the customer to make sure everyone is on the same page.
  31. Provide positive recognition to a co-worker
  32. Portray energy and professionalism
  33. Write down 3 ways you engaged the caller