Instillconfidence andestablishservicestandards withcustomerMake acustomerlaugh!Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Show aneagernessto help thecustomer.Providepositiverecognitionto a co-workerReach outand connectwith a co-worker(Preferablyoutside ofyourimmediateteam)Write downan exampleof ending thecall on apositive noteListen and askprobingquestions forunderstanding& detailsShare asincere“Thank You”(MR, RPO,or UND)Follow podplan to ensurephonecoverage forcustomerPortray energyandprofessionalismSlow acustomerdown andtake controlof the callThank acustomerfor theirbusinessExceedservicestandardgiven to thecaller(Tellhow)Complimenta co-workeron how theyhandled acallAsk whereAuto IDCard shouldbe sent to.Add an activityto a casepreviouslyowned byanother rep.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesThank a fellowcoworker for anicely set upcase oractivityWrite down3 ways youengagedthe callerBring energyand an upbeattone of voiceduring a callVerifycustomerinformationon a callOpen the callwith a warmgreeting to thecustomer.(Name:___________)Make it easyfor thecustomer todo businesswith usSay caller’sname onthreeconsecutivecallsUsedocumentationto followcorrectproceduresVerifyemailaddress.Reduce aconcernfor theclientUpdateCompanyContact/ verifyspelling andnumbers.Instillconfidence andestablishservicestandards withcustomerMake acustomerlaugh!Portrayconfidence - Makethe customer feellike you are anexpert and theirneeds will be met.Show aneagernessto help thecustomer.Providepositiverecognitionto a co-workerReach outand connectwith a co-worker(Preferablyoutside ofyourimmediateteam)Write downan exampleof ending thecall on apositive noteListen and askprobingquestions forunderstanding& detailsShare asincere“Thank You”(MR, RPO,or UND)Follow podplan to ensurephonecoverage forcustomerPortray energyandprofessionalismSlow acustomerdown andtake controlof the callThank acustomerfor theirbusinessExceedservicestandardgiven to thecaller(Tellhow)Complimenta co-workeron how theyhandled acallAsk whereAuto IDCard shouldbe sent to.Add an activityto a casepreviouslyowned byanother rep.Confirm yourunderstanding(and spelling) withthe customer tomake sureeveryone is on thesame page.Offer to call thecustomer backif researchingthe request willtake longerthan 2 minutesThank a fellowcoworker for anicely set upcase oractivityWrite down3 ways youengagedthe callerBring energyand an upbeattone of voiceduring a callVerifycustomerinformationon a callOpen the callwith a warmgreeting to thecustomer.(Name:___________)Make it easyfor thecustomer todo businesswith usSay caller’sname onthreeconsecutivecallsUsedocumentationto followcorrectproceduresVerifyemailaddress.Reduce aconcernfor theclientUpdateCompanyContact/ 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. Instill confidence and establish service standards with customer
  2. Make a customer laugh!
  3. Portray confidence - Make the customer feel like you are an expert and their needs will be met.
  4. Show an eagerness to help the customer.
  5. Provide positive recognition to a co-worker
  6. Reach out and connect with a co-worker
  7. (Preferably outside of your immediate team)
  8. Write down an example of ending the call on a positive note
  9. Listen and ask probing questions for understanding & details
  10. Share a sincere “Thank You” (MR, RPO, or UND)
  11. Follow pod plan to ensure phone coverage for customer
  12. Portray energy and professionalism
  13. Slow a customer down and take control of the call
  14. Thank a customer for their business
  15. Exceed service standard given to the caller
  16. (Tell how)
  17. Compliment a co-worker on how they handled a call
  18. Ask where Auto ID Card should be sent to.
  19. Add an activity to a case previously owned by another rep.
  20. Confirm your understanding (and spelling) with the customer to make sure everyone is on the same page.
  21. Offer to call the customer back if researching the request will take longer than 2 minutes
  22. Thank a fellow coworker for a nicely set up case or activity
  23. Write down 3 ways you engaged the caller
  24. Bring energy and an upbeat tone of voice during a call
  25. Verify customer information on a call
  26. Open the call with a warm greeting to the customer.
  27. (Name:___________)
  28. Make it easy for the customer to do business with us
  29. Say caller’s name on three consecutive calls
  30. Use documentation to follow correct procedures
  31. Verify email address.
  32. Reduce a concern for the client
  33. Update Company Contact/ verify spelling and numbers.