Reduce aconcernfor theclientOpen the callwith a warmgreeting to thecustomer.Exceedservicestandardgiven to thecallerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Portray energyandprofessionalismShare asincere“Thank You”(MR, RPO,or UND)Thank a fellowcoworker for anicely set upcase oractivity(Name:___________)(Preferablyoutside ofyourimmediateteam)Reach outand connectwith a co-workerBring energyand an upbeattone of voiceduring a callInstillconfidence andestablishservicestandards withcustomerShow aneagernessto help thecustomer.Verifyemailaddress.Write down3 ways youengagedthe callerSay caller’sname onthreeconsecutivecallsAsk whereAuto IDCard shouldbe sent to.Slow acustomerdown andtake controlof the call(Tellhow)Follow podplan to ensurephonecoverage forcustomerThank acustomerfor theirbusinessAdd an activityto a casepreviouslyowned byanother rep.Make acustomerlaugh!Usedocumentationto followcorrectproceduresMake it easyfor thecustomer todo businesswith usWrite downan exampleof ending thecall on apositive noteComplimenta co-workeron how theyhandled acallOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesListen and askprobingquestions forunderstanding& detailsProvidepositiverecognitionto a co-workerVerifycustomerinformationon a callUpdateCompanyContact/ verifyspelling andnumbers.Reduce aconcernfor theclientOpen the callwith a warmgreeting to thecustomer.Exceedservicestandardgiven to thecallerConfirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Portray energyandprofessionalismShare asincere“Thank You”(MR, RPO,or UND)Thank a fellowcoworker for anicely set upcase oractivity(Name:___________)(Preferablyoutside ofyourimmediateteam)Reach outand connectwith a co-workerBring energyand an upbeattone of voiceduring a callInstillconfidence andestablishservicestandards withcustomerShow aneagernessto help thecustomer.Verifyemailaddress.Write down3 ways youengagedthe callerSay caller’sname onthreeconsecutivecallsAsk whereAuto IDCard shouldbe sent to.Slow acustomerdown andtake controlof the call(Tellhow)Follow podplan to ensurephonecoverage forcustomerThank acustomerfor theirbusinessAdd an activityto a casepreviouslyowned byanother rep.Make acustomerlaugh!Usedocumentationto followcorrectproceduresMake it easyfor thecustomer todo businesswith usWrite downan exampleof ending thecall on apositive noteComplimenta co-workeron how theyhandled acallOffer to call thecustomer backif researchingthe request willtake longerthan 2 minutesListen and askprobingquestions forunderstanding& detailsProvidepositiverecognitionto a co-workerVerifycustomerinformationon a callUpdateCompanyContact/ verifyspelling andnumbers.

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