Verifycustomerinformationon a callShare asincere“Thank You”(MR, RPO,or UND)Thank acustomerfor theirbusinessWrite downan exampleof ending thecall on apositive noteOpen the callwith a warmgreeting to thecustomer.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Listen and askprobingquestions forunderstanding& detailsThank a fellowcoworker for anicely set upcase oractivityVerifyemailaddress.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Exceedservicestandardgiven to thecallerComplimenta co-workeron how theyhandled acallShow aneagernessto help thecustomer.Bring energyand an upbeattone of voiceduring a callInstillconfidence andestablishservicestandards withcustomerAdd an activityto a casepreviouslyowned byanother rep.Make it easyfor thecustomer todo businesswith usProvidepositiverecognitionto a co-workerReduce aconcernfor theclientFollow podplan to ensurephonecoverage forcustomer(Tellhow)Write down3 ways youengagedthe callerSay caller’sname onthreeconsecutivecallsUpdateCompanyContact/ verifyspelling andnumbers.Usedocumentationto followcorrectprocedures(Preferablyoutside ofyourimmediateteam)(Name:___________)Ask whereAuto IDCard shouldbe sent to.Reach outand connectwith a co-workerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesPortray energyandprofessionalismSlow acustomerdown andtake controlof the callMake acustomerlaugh!Verifycustomerinformationon a callShare asincere“Thank You”(MR, RPO,or UND)Thank acustomerfor theirbusinessWrite downan exampleof ending thecall on apositive noteOpen the callwith a warmgreeting to thecustomer.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Listen and askprobingquestions forunderstanding& detailsThank a fellowcoworker for anicely set upcase oractivityVerifyemailaddress.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Exceedservicestandardgiven to thecallerComplimenta co-workeron how theyhandled acallShow aneagernessto help thecustomer.Bring energyand an upbeattone of voiceduring a callInstillconfidence andestablishservicestandards withcustomerAdd an activityto a casepreviouslyowned byanother rep.Make it easyfor thecustomer todo businesswith usProvidepositiverecognitionto a co-workerReduce aconcernfor theclientFollow podplan to ensurephonecoverage forcustomer(Tellhow)Write down3 ways youengagedthe callerSay caller’sname onthreeconsecutivecallsUpdateCompanyContact/ verifyspelling andnumbers.Usedocumentationto followcorrectprocedures(Preferablyoutside ofyourimmediateteam)(Name:___________)Ask whereAuto IDCard shouldbe sent to.Reach outand connectwith a co-workerOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesPortray energyandprofessionalismSlow acustomerdown andtake controlof the callMake acustomerlaugh!

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