Thank acustomerfor theirbusinessAdd an activityto a casepreviouslyowned byanother rep.(Tellhow)Verifyemailaddress.Ask whereAuto IDCard shouldbe sent to.Open the callwith a warmgreeting to thecustomer.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Bring energyand an upbeattone of voiceduring a callProvidepositiverecognitionto a co-workerListen and askprobingquestions forunderstanding& detailsComplimenta co-workeron how theyhandled acallThank a fellowcoworker for anicely set upcase oractivityMake it easyfor thecustomer todo businesswith usOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesReduce aconcernfor theclientReach outand connectwith a co-workerWrite down3 ways youengagedthe callerSlow acustomerdown andtake controlof the callVerifycustomerinformationon a callUsedocumentationto followcorrectprocedures(Preferablyoutside ofyourimmediateteam)Follow podplan to ensurephonecoverage forcustomerPortray energyandprofessionalismUpdateCompanyContact/ verifyspelling andnumbers.Share asincere“Thank You”(MR, RPO,or UND)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Show aneagernessto help thecustomer.Write downan exampleof ending thecall on apositive note(Name:___________)Instillconfidence andestablishservicestandards withcustomerMake acustomerlaugh!Say caller’sname onthreeconsecutivecallsExceedservicestandardgiven to thecallerThank acustomerfor theirbusinessAdd an activityto a casepreviouslyowned byanother rep.(Tellhow)Verifyemailaddress.Ask whereAuto IDCard shouldbe sent to.Open the callwith a warmgreeting to thecustomer.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Bring energyand an upbeattone of voiceduring a callProvidepositiverecognitionto a co-workerListen and askprobingquestions forunderstanding& detailsComplimenta co-workeron how theyhandled acallThank a fellowcoworker for anicely set upcase oractivityMake it easyfor thecustomer todo businesswith usOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesReduce aconcernfor theclientReach outand connectwith a co-workerWrite down3 ways youengagedthe callerSlow acustomerdown andtake controlof the callVerifycustomerinformationon a callUsedocumentationto followcorrectprocedures(Preferablyoutside ofyourimmediateteam)Follow podplan to ensurephonecoverage forcustomerPortray energyandprofessionalismUpdateCompanyContact/ verifyspelling andnumbers.Share asincere“Thank You”(MR, RPO,or UND)Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Show aneagernessto help thecustomer.Write downan exampleof ending thecall on apositive note(Name:___________)Instillconfidence andestablishservicestandards withcustomerMake acustomerlaugh!Say caller’sname onthreeconsecutivecallsExceedservicestandardgiven to thecaller

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